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 | $40,321 | $121,625-66.8% | $104,607-61.5% | $158,922-74.6% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 2.86% | 465.26%-462.4pp | 340.46%-337.6pp | 302.83%-300.0pp |
| Employer contribution / active EE | $742 | $3,163-76.5% | $2,681-72.3% | $4,761-84.4% |
| Participant deferral / active EE | $2,173 | $4,177-48.0% | $3,740-41.9% | $5,982-63.7% |
| Admin fee / account holder | $207 | $7,787-97.3% | $6,473-96.8% | $11,246-98.2% |