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 6-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 | $111,307 | $99,877+11.4% | $84,966+31.0% | $145,922-23.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 1.78% | 83.76%-82.0pp | 66.38%-64.6pp | 561.29%-559.5pp |
| Employer contribution / active EE | $1,700 | $3,231-47.4% | $2,727-37.7% | $4,660-63.5% |
| Participant deferral / active EE | $2,125 | $5,291-59.8% | $4,519-53.0% | $6,688-68.2% |
| Admin fee / account holder | $66 | $7,248-99.1% | $6,149-98.9% | $13,397-99.5% |