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 | $80,681 | $88,710-9.1% | $81,783-1.3% | $145,959-44.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 8.60% | 1027.26%-1018.7pp | 775.05%-766.4pp | 561.95%-553.3pp |
| Employer contribution / active EE | $890 | $3,083-71.1% | $2,913-69.4% | $4,661-80.9% |
| Participant deferral / active EE | $5,500 | $4,645+18.4% | $4,320+27.3% | $6,689-17.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |