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 | $27,676 | $70,756-60.9% | $65,493-57.7% | $142,382-80.6% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 4.67% | 1754.89%-1750.2pp | 982.45%-977.8pp | 217.08%-212.4pp |
| Employer contribution / active EE | $2,567 | $2,881-10.9% | $2,574-0.3% | $4,299-40.3% |
| Participant deferral / active EE | $12,153 | $4,637+162.1% | $3,961+206.8% | $6,507+86.8% |
| Admin fee / account holder | $18 | $6,559-99.7% | $5,028-99.6% | $12,624-99.9% |