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 | $35,397 | $47,479-25.4% | $62,929-43.8% | $82,448-57.1% |
| Participation rate | 57.7% | 66.9%-9.2pp | 73.1%-15.4pp | 68.1%-10.4pp |
| Annual return | 10.58% | 20.34%-9.8pp | 1063.93%-1053.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,472 | $1,885-21.9% | $2,505-41.2% | $2,551-42.3% |
| Participant deferral / active EE | $2,797 | $2,870-2.6% | $3,888-28.1% | $4,139-32.4% |
| Admin fee / account holder | $181 | $3,804-95.3% | $5,065-96.4% | $7,234-97.5% |