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 | $41,854 | $102,966-59.4% | $90,281-53.6% | $152,861-72.6% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.4%-13.2pp |
| Annual return | 2.25% | 95.16%-92.9pp | 78.10%-75.8pp | 345.32%-343.1pp |
| Employer contribution / active EE | $1,678 | $3,139-46.5% | $2,854-41.2% | $4,762-64.8% |
| Participant deferral / active EE | $5,156 | $4,281+20.4% | $3,885+32.7% | $5,850-11.9% |
| Admin fee / account holder | $258 | $6,171-95.8% | $5,351-95.2% | $11,596-97.8% |