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 | $29,746 | $88,751-66.5% | $81,812-63.6% | $145,922-79.6% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.3%-8.7pp | 80.3%-16.6pp |
| Annual return | 8.82% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $574 | $3,083-81.4% | $2,912-80.3% | $4,660-87.7% |
| Participant deferral / active EE | $1,860 | $4,643-60.0% | $4,319-56.9% | $6,688-72.2% |
| Admin fee / account holder | $69 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |