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 | $67,858 | $64,348+5.5% | $90,160-24.7% | $70,131-3.2% |
| Participation rate | 64.5% | 70.4%-5.9pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 11.34% | 28.13%-16.8pp | 34.88%-23.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,402 | $2,046-31.5% | $3,318-57.7% | $2,342-40.1% |
| Participant deferral / active EE | $2,014 | $4,389-54.1% | $5,288-61.9% | $3,332-39.6% |
| Admin fee / account holder | $124 | $3,944-96.9% | $5,943-97.9% | $4,645-97.3% |