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 | $42,649 | $48,570-12.2% | $130,648-67.4% | $72,985-41.6% |
| Participation rate | 61.5% | 58.6%+3.0pp | 71.7%-10.2pp | 69.5%-7.9pp |
| Annual return | 3.18% | 38.63%-35.5pp | 1708.96%-1705.8pp | 81.00%-77.8pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,684 | $2,384+12.6% | $3,603-25.5% | $3,607-25.6% |
| Admin fee / account holder | $55 | $3,549-98.5% | $5,464-99.0% | $5,124-98.9% |