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 | $30,253 | $176,662-82.9% | $130,648-76.8% | $152,861-80.2% |
| Participation rate | 8.3% | 79.0%-70.6pp | 71.7%-63.4pp | 82.4%-74.1pp |
| Annual return | 2.16% | 2692.24%-2690.1pp | 1708.96%-1706.8pp | 345.32%-343.2pp |
| Employer contribution / active EE | $250 | $5,742-95.6% | $4,092-93.9% | $4,762-94.8% |
| Participant deferral / active EE | $313 | $4,361-92.8% | $3,603-91.3% | $5,850-94.7% |
| Admin fee / account holder | $34 | $7,133-99.5% | $5,464-99.4% | $11,596-99.7% |