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 | $42,472 | $104,251-59.3% | $91,001-53.3% | $147,584-71.2% |
| Participation rate | 26.3% | 78.2%-51.9pp | 75.6%-49.3pp | 82.8%-56.5pp |
| Annual return | 6.54% | 27.06%-20.5pp | 4.60%+1.9pp | 578.55%-572.0pp |
| Employer contribution / active EE | $1,425 | $3,116-54.3% | $2,456-42.0% | $4,876-70.8% |
| Participant deferral / active EE | $2,897 | $4,195-30.9% | $3,547-18.3% | $5,439-46.7% |
| Admin fee / account holder | $199 | $8,948-97.8% | $5,417-96.3% | $10,885-98.2% |