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 | $68,715 | $46,869+46.6% | $122,332-43.8% | $70,131-2.0% |
| Participation rate | 26.4% | 58.2%-31.8pp | 71.6%-45.2pp | 69.5%-43.1pp |
| Annual return | 8.62% | 24.22%-15.6pp | 30.27%-21.7pp | 73.14%-64.5pp |
| Employer contribution / active EE | $364 | $1,288-71.7% | $4,050-91.0% | $2,342-84.5% |
| Participant deferral / active EE | $1,184 | $2,166-45.4% | $3,287-64.0% | $3,332-64.5% |
| Admin fee / account holder | $22 | $3,322-99.3% | $5,478-99.6% | $4,645-99.5% |