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 | $103,231 | $162,781-36.6% | $133,956-22.9% | $158,922-35.0% |
| Participation rate | 63.2% | 83.2%-20.1pp | 79.8%-16.7pp | 82.0%-18.8pp |
| Annual return | 5.39% | 41.94%-36.6pp | 45.09%-39.7pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,168 | $4,975-76.5% | $3,919-70.2% | $4,761-75.5% |
| Participant deferral / active EE | $1,955 | $5,911-66.9% | $5,048-61.3% | $5,982-67.3% |
| Admin fee / account holder | $53 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |