See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,064 | $175,202-23.5% | $149,673-10.4% | $139,434-3.9% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 4.74% | 166.71%-162.0pp | 134.42%-129.7pp | 372.94%-368.2pp |
| Employer contribution / active EE | $1,164 | $5,474-78.7% | $4,818-75.8% | $4,751-75.5% |
| Participant deferral / active EE | $7,141 | $6,519+9.5% | $5,680+25.7% | $6,710+6.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |