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 | $22,071 | $70,756-68.8% | $65,493-66.3% | $142,382-84.5% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 7.20% | 1754.89%-1747.7pp | 982.45%-975.2pp | 217.08%-209.9pp |
| Employer contribution / active EE | $877 | $2,881-69.6% | $2,574-65.9% | $4,299-79.6% |
| Participant deferral / active EE | $3,399 | $4,637-26.7% | $3,961-14.2% | $6,507-47.8% |
| Admin fee / account holder | $114 | $6,559-98.3% | $5,028-97.7% | $12,624-99.1% |