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 | $27,876 | $51,576-46.0% | $129,207-78.4% | $80,856-65.5% |
| Participation rate | 41.1% | 57.0%-15.9pp | 69.6%-28.5pp | 67.6%-26.6pp |
| Annual return | 10.78% | 20.81%-10.0pp | 9417.33%-9406.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,032 | $1,584-34.9% | $4,153-75.2% | $2,755-62.5% |
| Participant deferral / active EE | $1,866 | $2,669-30.1% | $4,168-55.2% | $4,296-56.6% |
| Admin fee / account holder | $115 | $4,305-97.3% | $7,715-98.5% | $6,918-98.3% |