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 | $200,363 | $107,334+86.7% | $92,893+115.7% | $152,861+31.1% |
| Participation rate | 46.7% | 79.8%-33.1pp | 76.0%-29.3pp | 82.4%-35.8pp |
| Annual return | 3.84% | 145.58%-141.7pp | 109.41%-105.6pp | 345.32%-341.5pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,782 | $4,845-1.3% | $4,236+12.9% | $5,850-18.3% |
| Admin fee / account holder | $36 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |