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 | $34,433 | $112,096-69.3% | $95,952-64.1% | $158,922-78.3% |
| Participation rate | 60.9% | 79.0%-18.1pp | 77.1%-16.2pp | 82.0%-21.1pp |
| Annual return | 4.32% | 171.09%-166.8pp | 91.61%-87.3pp | 302.83%-298.5pp |
| Employer contribution / active EE | $1,780 | $3,198-44.3% | $2,541-29.9% | $4,761-62.6% |
| Participant deferral / active EE | $3,484 | $4,784-27.2% | $4,167-16.4% | $5,982-41.8% |
| Admin fee / account holder | $285 | $10,130-97.2% | $6,795-95.8% | $11,246-97.5% |