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 | $19,165 | $85,202-77.5% | $172,739-88.9% | $72,985-73.7% |
| Participation rate | 34.5% | 70.1%-35.6pp | 82.6%-48.2pp | 69.5%-35.0pp |
| Annual return | 6.49% | 27.32%-20.8pp | 802.84%-796.4pp | 81.00%-74.5pp |
| Employer contribution / active EE | $1,493 | $3,324-55.1% | $5,143-71.0% | $2,440-38.8% |
| Participant deferral / active EE | $1,665 | $3,260-48.9% | $5,198-68.0% | $3,607-53.8% |
| Admin fee / account holder | $19 | $5,884-99.7% | $13,954-99.9% | $5,124-99.6% |