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 5-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 | $115,592 | $108,912+6.1% | $100,383+15.2% | $145,959-20.8% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 2.10% | 57.96%-55.9pp | 49.26%-47.2pp | 561.95%-559.9pp |
| Employer contribution / active EE | $1,840 | $4,423-58.4% | $3,944-53.3% | $4,661-60.5% |
| Participant deferral / active EE | $11,500 | $8,451+36.1% | $8,086+42.2% | $6,689+71.9% |
| Admin fee / account holder | $64 | $9,690-99.3% | $7,900-99.2% | $13,398-99.5% |