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 | $110,451 | $73,933+49.4% | $96,683+14.2% | $75,163+46.9% |
| Participation rate | 60.7% | 66.4%-5.7pp | 74.3%-13.6pp | 67.2%-6.5pp |
| Annual return | 7.68% | 26.70%-19.0pp | 35.69%-28.0pp | 160.62%-152.9pp |
| Employer contribution / active EE | $1,811 | $2,928-38.1% | $3,737-51.5% | $2,670-32.2% |
| Participant deferral / active EE | $6,182 | $3,659+69.0% | $4,878+26.7% | $4,125+49.9% |
| Admin fee / account holder | $15 | $5,216-99.7% | $6,730-99.8% | $5,651-99.7% |