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 | $37,893 | $48,076-21.2% | $78,689-51.8% | $62,891-39.7% |
| Participation rate | 32.7% | 65.2%-32.5pp | 73.6%-40.9pp | 69.3%-36.6pp |
| Annual return | 2.84% | 31.35%-28.5pp | 62.18%-59.3pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $905 | $2,588-65.0% | $3,517-74.3% | $3,203-71.7% |
| Admin fee / account holder | $18 | $3,207-99.5% | $4,510-99.6% | $4,296-99.6% |