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 | $34,821 | $96,635-64.0% | $86,612-59.8% | $139,434-75.0% |
| Participation rate | 56.3% | 74.4%-18.2pp | 71.7%-15.4pp | 80.3%-24.1pp |
| Annual return | 9.40% | 106.41%-97.0pp | 591.07%-581.7pp | 372.94%-363.5pp |
| Employer contribution / active EE | $416 | $3,263-87.3% | $3,022-86.2% | $4,751-91.2% |
| Participant deferral / active EE | $1,450 | $4,836-70.0% | $4,438-67.3% | $6,710-78.4% |
| Admin fee / account holder | $291 | $6,408-95.5% | $5,614-94.8% | $11,403-97.5% |