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 | $21,182 | $113,339-81.3% | $94,993-77.7% | $147,584-85.6% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 5.43% | 20.77%-15.3pp | 27.12%-21.7pp | 578.55%-573.1pp |
| Employer contribution / active EE | $1,159 | $3,160-63.3% | $2,603-55.5% | $4,876-76.2% |
| Participant deferral / active EE | $1,435 | $3,777-62.0% | $3,317-56.7% | $5,439-73.6% |
| Admin fee / account holder | $290 | $6,063-95.2% | $4,960-94.2% | $10,885-97.3% |