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 | $57,084 | $99,020-42.4% | $86,590-34.1% | $147,584-61.3% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 3.97% | 1312.34%-1308.4pp | 964.84%-960.9pp | 578.55%-574.6pp |
| Employer contribution / active EE | $677 | $3,132-78.4% | $2,839-76.1% | $4,876-86.1% |
| Participant deferral / active EE | $1,301 | $3,972-67.2% | $3,609-63.9% | $5,439-76.1% |
| Admin fee / account holder | $232 | $5,710-95.9% | $4,906-95.3% | $10,885-97.9% |