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 | $57,299 | $79,944-28.3% | $98,439-41.8% | $75,163-23.8% |
| Participation rate | 52.3% | 70.4%-18.1pp | 75.2%-22.9pp | 67.2%-14.9pp |
| Annual return | 6.55% | 19.75%-13.2pp | 21.16%-14.6pp | 160.62%-154.1pp |
| Employer contribution / active EE | $1,345 | $2,264-40.6% | $3,048-55.9% | $2,670-49.6% |
| Participant deferral / active EE | $2,508 | $3,752-33.2% | $4,738-47.1% | $4,125-39.2% |
| Admin fee / account holder | $0 | $6,840-100.0% | $8,948-100.0% | $5,651-100.0% |