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 | $133,699 | $118,849+12.5% | $96,562+38.5% | $167,490-20.2% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.8%-49.8pp | 82.1%-62.1pp |
| Annual return | 0.83% | 50.49%-49.7pp | 37.78%-37.0pp | 478.56%-477.7pp |
| Employer contribution / active EE | $679 | $3,120-78.2% | $2,356-71.2% | $4,837-86.0% |
| Participant deferral / active EE | $3,915 | $4,616-15.2% | $3,849+1.7% | $6,341-38.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |