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 | $39,065 | $165,984-76.5% | $164,813-76.3% | $145,922-73.2% |
| Participation rate | 47.4% | 82.0%-34.6pp | 78.6%-31.2pp | 80.3%-32.9pp |
| Annual return | 7.48% | 100.03%-92.6pp | 69.93%-62.5pp | 561.29%-553.8pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,253 | $6,959-67.6% | $6,031-62.7% | $6,688-66.3% |
| Admin fee / account holder | $34 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |