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 7-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 | $151,028 | $133,958+12.7% | $112,228+34.6% | $134,475+12.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -23.08% | 47.11%-70.2pp | 27.45%-50.5pp | 417.96%-441.0pp |
| Employer contribution / active EE | $842 | $4,038-79.1% | $3,635-76.8% | $4,740-82.2% |
| Participant deferral / active EE | $5,599 | $5,291+5.8% | $4,728+18.4% | $6,400-12.5% |
| Admin fee / account holder | $42 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |