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 | $94,160 | $100,852-6.6% | $90,404+4.2% | $158,922-40.8% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | 5.00% | 1724.20%-1719.2pp | 1293.02%-1288.0pp | 302.83%-297.8pp |
| Employer contribution / active EE | $363 | $3,689-90.2% | $3,262-88.9% | $4,761-92.4% |
| Participant deferral / active EE | $2,431 | $4,348-44.1% | $3,963-38.7% | $5,982-59.4% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |