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 | $102,787 | $149,679-31.3% | $117,039-12.2% | $147,584-30.4% |
| Participation rate | 57.1% | 83.5%-26.3pp | 77.2%-20.0pp | 82.8%-25.7pp |
| Annual return | 1.05% | 19.31%-18.3pp | 18.95%-17.9pp | 578.55%-577.5pp |
| Employer contribution / active EE | $1,379 | $4,937-72.1% | $3,785-63.6% | $4,876-71.7% |
| Participant deferral / active EE | $3,203 | $4,912-34.8% | $3,929-18.5% | $5,439-41.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |