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 | $23,988 | $37,426-35.9% | $77,482-69.0% | $79,858-70.0% |
| Participation rate | 69.4% | 41.5%+27.9pp | 54.2%+15.3pp | 69.6%-0.2pp |
| Annual return | 10.02% | 39.70%-29.7pp | 54.79%-44.8pp | 31.71%-21.7pp |
| Employer contribution / active EE | $434 | $637-31.8% | $986-56.0% | $2,471-82.4% |
| Participant deferral / active EE | $2,268 | $1,260+80.0% | $1,861+21.8% | $3,740-39.4% |
| Admin fee / account holder | $67 | $2,504-97.3% | $2,858-97.7% | $5,306-98.7% |