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 | $64,303 | $57,281+12.3% | $86,612-25.8% | $75,163-14.4% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 12.92% | 2670.75%-2657.8pp | 591.07%-578.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,644 | $2,314-29.0% | $3,022-45.6% | $2,670-38.4% |
| Participant deferral / active EE | $4,284 | $3,318+29.1% | $4,438-3.5% | $4,125+3.9% |
| Admin fee / account holder | $60 | $4,112-98.5% | $5,614-98.9% | $5,651-98.9% |