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 3-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 | $29,003 | $106,515-72.8% | $96,683-70.0% | $139,434-79.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 3.73% | 38.43%-34.7pp | 35.69%-32.0pp | 372.94%-369.2pp |
| Employer contribution / active EE | $2,745 | $4,103-33.1% | $3,737-26.5% | $4,751-42.2% |
| Participant deferral / active EE | $3,333 | $5,454-38.9% | $4,878-31.7% | $6,710-50.3% |
| Admin fee / account holder | $212 | $7,877-97.3% | $6,730-96.8% | $11,403-98.1% |