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 | $37,270 | $35,183+5.9% | $73,545-49.3% | $70,131-46.9% |
| Participation rate | 39.5% | 42.9%-3.5pp | 54.9%-15.5pp | 69.5%-30.1pp |
| Annual return | 9.95% | 26.90%-17.0pp | -15.16%+25.1pp | 73.14%-63.2pp |
| Employer contribution / active EE | $315 | $709-55.5% | $1,219-74.1% | $2,342-86.5% |
| Participant deferral / active EE | $837 | $1,220-31.4% | $1,806-53.7% | $3,332-74.9% |
| Admin fee / account holder | $280 | $2,302-87.8% | $2,320-87.9% | $4,645-94.0% |