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 | $47,405 | $34,308+38.2% | $74,701-36.5% | $72,985-35.0% |
| Participation rate | 25.0% | 42.4%-17.4pp | 54.5%-29.5pp | 69.5%-44.5pp |
| Annual return | 13.56% | 26.58%-13.0pp | 752.92%-739.4pp | 81.00%-67.4pp |
| Employer contribution / active EE | $625 | $692-9.7% | $1,084-42.3% | $2,440-74.4% |
| Participant deferral / active EE | $1,631 | $1,271+28.3% | $1,964-16.9% | $3,607-54.8% |
| Admin fee / account holder | $34 | $2,124-98.4% | $3,333-99.0% | $5,124-99.3% |