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 | $65,180 | $158,398-58.9% | $126,539-48.5% | $142,382-54.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 9.29% | 593.76%-584.5pp | 425.95%-416.7pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,907 | $4,650-59.0% | $3,674-48.1% | $4,299-55.6% |
| Participant deferral / active EE | $3,149 | $4,767-33.9% | $4,083-22.9% | $6,507-51.6% |
| Admin fee / account holder | $53 | $6,918-99.2% | $6,065-99.1% | $12,624-99.6% |