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 | $27,067 | $85,766-68.4% | $136,294-80.1% | $70,131-61.4% |
| Participation rate | 33.3% | 74.2%-40.8pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 11.52% | 31.45%-19.9pp | 5155.94%-5144.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $643 | $2,966-78.3% | $4,695-86.3% | $2,342-72.5% |
| Participant deferral / active EE | $3,004 | $5,051-40.5% | $6,247-51.9% | $3,332-9.9% |
| Admin fee / account holder | $210 | $5,420-96.1% | $9,243-97.7% | $4,645-95.5% |