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 | $26,023 | $98,240-73.5% | $82,313-68.4% | $147,584-82.4% |
| Participation rate | 45.8% | 79.7%-33.9pp | 76.9%-31.1pp | 82.8%-37.0pp |
| Annual return | 5.99% | 30.85%-24.9pp | 25.88%-19.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $854 | $3,192-73.2% | $2,428-64.8% | $4,876-82.5% |
| Participant deferral / active EE | $3,322 | $4,383-24.2% | $3,706-10.4% | $5,439-38.9% |
| Admin fee / account holder | $214 | $8,563-97.5% | $5,608-96.2% | $10,885-98.0% |