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 | $61,255 | $70,532-13.2% | $68,948-11.2% | $137,256-55.4% |
| Participation rate | 37.5% | 81.0%-43.5pp | 79.2%-41.7pp | 80.0%-42.5pp |
| Annual return | 12.60% | 32.56%-20.0pp | 28.39%-15.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,634 | $4,355-62.5% | $4,165-60.8% | $4,156-60.7% |
| Participant deferral / active EE | $2,246 | $6,773-66.8% | $6,186-63.7% | $6,407-64.9% |
| Admin fee / account holder | $21 | $7,916-99.7% | $7,539-99.7% | $12,270-99.8% |