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 | $37,236 | $176,377-78.9% | $134,143-72.2% | $158,922-76.6% |
| Participation rate | 7.7% | 78.7%-71.0pp | 72.2%-64.5pp | 82.0%-74.3pp |
| Annual return | 0.20% | 63.63%-63.4pp | 36.33%-36.1pp | 302.83%-302.6pp |
| Employer contribution / active EE | $237 | $5,040-95.3% | $3,704-93.6% | $4,761-95.0% |
| Participant deferral / active EE | $296 | $4,091-92.8% | $3,499-91.5% | $5,982-95.1% |
| Admin fee / account holder | $50 | $8,718-99.4% | $6,684-99.3% | $11,246-99.6% |