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 | $185,760 | $198,466-6.4% | $170,442+9.0% | $147,584+25.9% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 3.75% | 257.29%-253.5pp | 205.93%-202.2pp | 578.55%-574.8pp |
| Employer contribution / active EE | $1,468 | $6,184-76.3% | $5,433-73.0% | $4,876-69.9% |
| Participant deferral / active EE | $1,971 | $5,629-65.0% | $4,939-60.1% | $5,439-63.8% |
| Admin fee / account holder | $90 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |