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 | $47,631 | $102,966-53.7% | $90,281-47.2% | $152,861-68.8% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.4%-38.0pp |
| Annual return | 3.45% | 95.16%-91.7pp | 78.10%-74.6pp | 345.32%-341.9pp |
| Employer contribution / active EE | $384 | $3,139-87.8% | $2,854-86.5% | $4,762-91.9% |
| Participant deferral / active EE | $1,472 | $4,281-65.6% | $3,885-62.1% | $5,850-74.8% |
| Admin fee / account holder | $133 | $6,171-97.8% | $5,351-97.5% | $11,596-98.9% |