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 | $74,888-87.1% | $71,209-86.5% | $142,382-93.2% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 12.58% | 345.14%-332.6pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $409 | $2,854-85.7% | $2,721-85.0% | $4,299-90.5% |
| Participant deferral / active EE | $1,636 | $4,454-63.3% | $4,175-60.8% | $6,507-74.9% |
| Admin fee / account holder | $44 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |