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 | $21,242 | $100,852-78.9% | $90,404-76.5% | $158,922-86.6% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 5.30% | 1724.20%-1718.9pp | 1293.02%-1287.7pp | 302.83%-297.5pp |
| Employer contribution / active EE | $620 | $3,689-83.2% | $3,262-81.0% | $4,761-87.0% |
| Participant deferral / active EE | $1,109 | $4,348-74.5% | $3,963-72.0% | $5,982-81.5% |
| Admin fee / account holder | $51 | $6,501-99.2% | $5,611-99.1% | $11,246-99.5% |