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 | $60,667 | $48,076+26.2% | $78,689-22.9% | $62,891-3.5% |
| Participation rate | 46.2% | 65.2%-19.1pp | 73.6%-27.4pp | 69.3%-23.2pp |
| Annual return | 4.17% | 31.35%-27.2pp | 62.18%-58.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $815 | $2,588-68.5% | $3,517-76.8% | $3,203-74.5% |
| Admin fee / account holder | $2 | $3,207-99.9% | $4,510-100.0% | $4,296-100.0% |