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 | $57,491 | $99,020-41.9% | $86,590-33.6% | $147,584-61.0% |
| Participation rate | 35.7% | 76.3%-40.6pp | 73.5%-37.8pp | 82.8%-47.1pp |
| Annual return | 8.47% | 1312.34%-1303.9pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,011 | $3,132-67.7% | $2,839-64.4% | $4,876-79.3% |
| Participant deferral / active EE | $2,360 | $3,972-40.6% | $3,609-34.6% | $5,439-56.6% |
| Admin fee / account holder | $208 | $5,710-96.4% | $4,906-95.8% | $10,885-98.1% |