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 | $76,257 | $98,750-22.8% | $149,696-49.1% | $79,858-4.5% |
| Participation rate | 14.3% | 75.8%-61.5pp | 82.5%-68.2pp | 69.6%-55.3pp |
| Annual return | 1.01% | 27.43%-26.4pp | 276.60%-275.6pp | 31.71%-30.7pp |
| Employer contribution / active EE | $1,578 | $3,216-50.9% | $4,644-66.0% | $2,471-36.1% |
| Participant deferral / active EE | $2,586 | $5,680-54.5% | $6,842-62.2% | $3,740-30.9% |
| Admin fee / account holder | $15 | $6,053-99.8% | $9,309-99.8% | $5,306-99.7% |