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 | $38,365 | $58,208-34.1% | $81,812-53.1% | $80,856-52.6% |
| Participation rate | 52.4% | 63.4%-11.0pp | 72.3%-20.0pp | 67.6%-15.3pp |
| Annual return | 10.28% | 41.66%-31.4pp | 773.79%-763.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,142 | $2,340-51.2% | $2,912-60.8% | $2,755-58.5% |
| Participant deferral / active EE | $4,085 | $3,281+24.5% | $4,319-5.4% | $4,296-4.9% |
| Admin fee / account holder | $159 | $4,981-96.8% | $7,386-97.8% | $6,918-97.7% |