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 | $90,873 | $95,416-4.8% | $185,823-51.1% | $85,850+5.9% |
| Participation rate | 44.4% | 68.8%-24.3pp | 81.7%-37.3pp | 69.3%-24.9pp |
| Annual return | 11.44% | 23.59%-12.1pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $923 | $3,314-72.2% | $5,167-82.1% | $2,565-64.0% |
| Participant deferral / active EE | $2,023 | $3,423-40.9% | $5,568-63.7% | $3,952-48.8% |
| Admin fee / account holder | $189 | $7,213-97.4% | $16,237-98.8% | $6,260-97.0% |