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 | $84,525 | $93,346-9.5% | $71,796+17.7% | $273,961-69.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 0.84% | 130.39%-129.5pp | 78.04%-77.2pp | 41.45%-40.6pp |
| Employer contribution / active EE | $487 | $2,733-82.2% | $1,924-74.7% | $4,869-90.0% |
| Participant deferral / active EE | $1,930 | $3,475-44.5% | $2,794-30.9% | $5,287-63.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |