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 | $34,394 | $72,071-52.3% | $68,368-49.7% | $137,256-74.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 9.16% | 353.14%-344.0pp | 292.57%-283.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $521 | $2,788-81.3% | $2,649-80.3% | $4,156-87.5% |
| Participant deferral / active EE | $4,142 | $4,410-6.1% | $4,123+0.5% | $6,407-35.4% |
| Admin fee / account holder | $191 | $5,336-96.4% | $5,150-96.3% | $12,270-98.4% |