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 8-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 | $147,613 | $127,386+15.9% | $115,037+28.3% | $125,391+17.7% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -3.95% | 31.28%-35.2pp | 26.14%-30.1pp | 282.22%-286.2pp |
| Employer contribution / active EE | $2,826 | $5,166-45.3% | $4,608-38.7% | $4,866-41.9% |
| Participant deferral / active EE | $7,485 | $6,423+16.5% | $6,026+24.2% | $5,352+39.9% |
| Admin fee / account holder | $199 | $9,516-97.9% | $8,175-97.6% | $9,540-97.9% |