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 | $74,888-54.1% | $71,209-51.7% | $142,382-75.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 9.16% | 345.14%-336.0pp | 282.51%-273.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $521 | $2,854-81.8% | $2,721-80.9% | $4,299-87.9% |
| Participant deferral / active EE | $4,142 | $4,454-7.0% | $4,175-0.8% | $6,507-36.4% |
| Admin fee / account holder | $191 | $5,568-96.6% | $5,349-96.4% | $12,624-98.5% |