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 | $39,056 | $81,248-51.9% | $155,509-74.9% | $80,856-51.7% |
| Participation rate | 4.0% | 66.2%-62.2pp | 78.2%-74.2pp | 67.6%-63.6pp |
| Annual return | 8.97% | 33.31%-24.3pp | 64.67%-55.7pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $20 | $7,997-99.7% | $15,912-99.9% | $6,918-99.7% |