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 | $113,035 | $112,096+0.8% | $95,952+17.8% | $158,922-28.9% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 3.41% | 171.09%-167.7pp | 91.61%-88.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,401 | $3,198-56.2% | $2,541-44.9% | $4,761-70.6% |
| Participant deferral / active EE | $3,329 | $4,784-30.4% | $4,167-20.1% | $5,982-44.4% |
| Admin fee / account holder | $16 | $10,130-99.8% | $6,795-99.8% | $11,246-99.9% |