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 | $20,089 | $46,553-56.8% | $64,056-68.6% | $75,163-73.3% |
| Participation rate | 30.4% | 65.9%-35.6pp | 72.3%-41.9pp | 67.2%-36.8pp |
| Annual return | 10.95% | 26.03%-15.1pp | 33.69%-22.7pp | 160.62%-149.7pp |
| Employer contribution / active EE | $572 | $1,974-71.0% | $2,747-79.2% | $2,670-78.6% |
| Participant deferral / active EE | $974 | $2,837-65.7% | $3,880-74.9% | $4,125-76.4% |
| Admin fee / account holder | $5 | $2,952-99.8% | $3,068-99.8% | $5,651-99.9% |