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 | $61,657 | $47,944+28.6% | $67,834-9.1% | $62,891-2.0% |
| Participation rate | 63.4% | 61.1%+2.3pp | 68.8%-5.4pp | 69.3%-5.9pp |
| Annual return | 4.08% | 11.77%-7.7pp | 138.47%-134.4pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,530 | $1,562-2.1% | $2,403-36.3% | $2,281-32.9% |
| Participant deferral / active EE | $2,762 | $2,247+23.0% | $3,160-12.6% | $3,203-13.8% |
| Admin fee / account holder | $279 | $3,712-92.5% | $4,622-94.0% | $4,296-93.5% |