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 3-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 | $39,670 | $99,918-60.3% | $81,382-51.3% | $145,922-72.8% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 5.46% | 34.32%-28.9pp | 24.73%-19.3pp | 561.29%-555.8pp |
| Employer contribution / active EE | $592 | $2,978-80.1% | $2,463-76.0% | $4,660-87.3% |
| Participant deferral / active EE | $3,124 | $4,605-32.2% | $3,883-19.5% | $6,688-53.3% |
| Admin fee / account holder | $215 | $8,212-97.4% | $5,768-96.3% | $13,397-98.4% |