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 | $67,350 | $63,861+5.5% | $104,607-35.6% | $79,858-15.7% |
| Participation rate | 39.6% | 64.9%-25.3pp | 74.1%-34.5pp | 69.6%-30.0pp |
| Annual return | 7.09% | 21.30%-14.2pp | 340.46%-333.4pp | 31.71%-24.6pp |
| Employer contribution / active EE | $425 | $1,588-73.3% | $2,681-84.2% | $2,471-82.8% |
| Participant deferral / active EE | $1,324 | $2,693-50.8% | $3,740-64.6% | $3,740-64.6% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,473-100.0% | $5,306-100.0% |