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 | $86,023 | $63,355+35.8% | $91,989-6.5% | $72,985+17.9% |
| Participation rate | 45.9% | 72.5%-26.6pp | 78.6%-32.7pp | 69.5%-23.5pp |
| Annual return | 19.38% | 35.35%-16.0pp | 69.02%-49.6pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,705 | $2,116-19.4% | $3,452-50.6% | $2,440-30.1% |
| Participant deferral / active EE | $3,461 | $4,883-29.1% | $5,923-41.6% | $3,607-4.0% |
| Admin fee / account holder | $208 | $4,668-95.6% | $7,743-97.3% | $5,124-95.9% |