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 | $44,379 | $104,974-57.7% | $95,585-53.6% | $142,382-68.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 8.51% | 210.33%-201.8pp | 38.56%-30.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,330 | $2,779-52.1% | $2,527-47.3% | $4,299-69.1% |
| Participant deferral / active EE | $1,615 | $4,352-62.9% | $4,023-59.9% | $6,507-75.2% |
| Admin fee / account holder | $15 | $6,386-99.8% | $6,127-99.7% | $12,624-99.9% |