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 | $125,861 | $99,985+25.9% | $146,665-14.2% | $85,850+46.6% |
| Participation rate | 42.3% | 73.1%-30.7pp | 80.1%-37.8pp | 69.3%-27.0pp |
| Annual return | 10.37% | 18.93%-8.6pp | 22.74%-12.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,598 | $2,559-37.6% | $4,136-61.4% | $2,565-37.7% |
| Participant deferral / active EE | $4,067 | $4,006+1.5% | $5,506-26.1% | $3,952+2.9% |
| Admin fee / account holder | $103 | $7,702-98.7% | $10,280-99.0% | $6,260-98.3% |