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 | $9,626 | $72,071-86.6% | $68,368-85.9% | $137,256-93.0% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 12.58% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $409 | $2,788-85.3% | $2,649-84.6% | $4,156-90.2% |
| Participant deferral / active EE | $1,636 | $4,410-62.9% | $4,123-60.3% | $6,407-74.5% |
| Admin fee / account holder | $44 | $5,336-99.2% | $5,150-99.2% | $12,270-99.6% |