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 | $198,282 | $172,111+15.2% | $150,298+31.9% | $137,256+44.5% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 5.57% | 69.37%-63.8pp | 62.79%-57.2pp | 220.34%-214.8pp |
| Employer contribution / active EE | $1,639 | $4,636-64.6% | $4,154-60.5% | $4,156-60.6% |
| Participant deferral / active EE | $4,813 | $6,166-21.9% | $5,453-11.7% | $6,407-24.9% |
| Admin fee / account holder | $205 | $16,471-98.8% | $14,116-98.5% | $12,270-98.3% |