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 4-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 | $31,451 | $117,983-73.3% | $101,794-69.1% | $142,382-77.9% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.2%-14.6pp | 80.1%-25.6pp |
| Annual return | 9.91% | 36.92%-27.0pp | 30.53%-20.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $965 | $2,773-65.2% | $2,289-57.8% | $4,299-77.5% |
| Participant deferral / active EE | $3,028 | $4,714-35.8% | $4,084-25.9% | $6,507-53.5% |
| Admin fee / account holder | $219 | $10,433-97.9% | $8,777-97.5% | $12,624-98.3% |