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 | $25,282 | $165,912-84.8% | $122,332-79.3% | $147,584-82.9% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 6.83% | 34.55%-27.7pp | 30.27%-23.4pp | 578.55%-571.7pp |
| Employer contribution / active EE | $461 | $5,754-92.0% | $4,050-88.6% | $4,876-90.5% |
| Participant deferral / active EE | $2,063 | $4,005-48.5% | $3,287-37.2% | $5,439-62.1% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |