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 | $40,887 | $96,635-57.7% | $86,612-52.8% | $139,434-70.7% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 10.60% | 106.41%-95.8pp | 591.07%-580.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $3,116 | $3,263-4.5% | $3,022+3.1% | $4,751-34.4% |
| Participant deferral / active EE | $2,931 | $4,836-39.4% | $4,438-33.9% | $6,710-56.3% |
| Admin fee / account holder | $153 | $6,408-97.6% | $5,614-97.3% | $11,403-98.7% |