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 | $68,097-67.6% | $62,929-64.9% | $137,256-83.9% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 7.20% | 1859.11%-1851.9pp | 1063.93%-1056.7pp | 220.34%-213.1pp |
| Employer contribution / active EE | $877 | $2,811-68.8% | $2,505-65.0% | $4,156-78.9% |
| Participant deferral / active EE | $3,399 | $4,553-25.3% | $3,888-12.6% | $6,407-46.9% |
| Admin fee / account holder | $114 | $6,521-98.3% | $5,065-97.7% | $12,270-99.1% |