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 | $59,720 | $99,020-39.7% | $86,590-31.0% | $147,584-59.5% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 5.11% | 1312.34%-1307.2pp | 964.84%-959.7pp | 578.55%-573.4pp |
| Employer contribution / active EE | $1,348 | $3,132-57.0% | $2,839-52.5% | $4,876-72.4% |
| Participant deferral / active EE | $5,067 | $3,972+27.6% | $3,609+40.4% | $5,439-6.8% |
| Admin fee / account holder | $275 | $5,710-95.2% | $4,906-94.4% | $10,885-97.5% |