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 | $58,210 | $74,888-22.3% | $71,209-18.3% | $142,382-59.1% |
| Participation rate | 42.1% | 76.2%-34.1pp | 73.8%-31.6pp | 80.1%-38.0pp |
| Annual return | 8.60% | 345.14%-336.5pp | 282.51%-273.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,045 | $2,854-63.4% | $2,721-61.6% | $4,299-75.7% |
| Participant deferral / active EE | $1,330 | $4,454-70.1% | $4,175-68.2% | $6,507-79.6% |
| Admin fee / account holder | $47 | $5,568-99.1% | $5,349-99.1% | $12,624-99.6% |