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 | $39,244 | $53,516-26.7% | $126,539-69.0% | $84,808-53.7% |
| Participation rate | 38.0% | 58.2%-20.2pp | 69.8%-31.8pp | 68.3%-30.3pp |
| Annual return | 10.64% | 58.34%-47.7pp | 425.95%-415.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,655 | $1,535+7.8% | $3,674-55.0% | $2,631-37.1% |
| Participant deferral / active EE | $773 | $2,671-71.1% | $4,083-81.1% | $4,212-81.7% |
| Admin fee / account holder | $0 | $4,497-100.0% | $6,065-100.0% | $7,344-100.0% |