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 | $68,959 | $56,114+22.9% | $96,139-28.3% | $85,850-19.7% |
| Participation rate | 68.0% | 56.7%+11.3pp | 68.4%-0.4pp | 69.3%-1.3pp |
| Annual return | 8.78% | 42.30%-33.5pp | 191.94%-183.2pp | 318.53%-309.8pp |
| Employer contribution / active EE | $1,480 | $1,620-8.6% | $2,797-47.1% | $2,565-42.3% |
| Participant deferral / active EE | $2,433 | $2,859-14.9% | $4,349-44.1% | $3,952-38.4% |
| Admin fee / account holder | -$71 | $3,768-101.9% | $5,537-101.3% | $6,260-101.1% |