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 8-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 | $74,059 | $157,256-52.9% | $141,162-47.5% | $152,861-51.6% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.4%-57.4pp |
| Annual return | 1.54% | 64.32%-62.8pp | 71.39%-69.9pp | 345.32%-343.8pp |
| Employer contribution / active EE | $1,480 | $5,261-71.9% | $4,735-68.7% | $4,762-68.9% |
| Participant deferral / active EE | $4,750 | $7,109-33.2% | $6,709-29.2% | $5,850-18.8% |
| Admin fee / account holder | $238 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |