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 | $49,797 | $57,281-13.1% | $86,612-42.5% | $75,163-33.7% |
| Participation rate | 21.3% | 63.2%-41.9pp | 71.7%-50.4pp | 67.2%-45.9pp |
| Annual return | 6.71% | 2670.75%-2664.0pp | 591.07%-584.4pp | 160.62%-153.9pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $951 | $3,318-71.3% | $4,438-78.6% | $4,125-76.9% |
| Admin fee / account holder | $152 | $4,112-96.3% | $5,614-97.3% | $5,651-97.3% |