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 5-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 | $24,959 | $74,888-66.7% | $71,209-64.9% | $142,382-82.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 11.72% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $975 | $2,854-65.9% | $2,721-64.2% | $4,299-77.3% |
| Participant deferral / active EE | $2,310 | $4,454-48.1% | $4,175-44.7% | $6,507-64.5% |
| Admin fee / account holder | $226 | $5,568-95.9% | $5,349-95.8% | $12,624-98.2% |