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 | $101,618-56.3% | $93,063-52.3% | $137,256-67.7% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 8.51% | 223.95%-215.4pp | 34.15%-25.6pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,330 | $2,707-50.9% | $2,476-46.3% | $4,156-68.0% |
| Participant deferral / active EE | $1,615 | $4,279-62.3% | $3,958-59.2% | $6,407-74.8% |
| Admin fee / account holder | $15 | $6,198-99.8% | $6,033-99.7% | $12,270-99.9% |