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 | $140,217 | $127,065+10.4% | $113,168+23.9% | $142,382-1.5% |
| Participation rate | 68.8% | 79.2%-10.5pp | 76.6%-7.8pp | 80.1%-11.4pp |
| Annual return | 6.37% | 24.03%-17.7pp | 24.27%-17.9pp | 217.08%-210.7pp |
| Employer contribution / active EE | $3,598 | $3,442+4.5% | $2,975+20.9% | $4,299-16.3% |
| Participant deferral / active EE | $4,896 | $5,716-14.4% | $5,107-4.1% | $6,507-24.8% |
| Admin fee / account holder | $170 | $15,736-98.9% | $12,068-98.6% | $12,624-98.7% |