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 | $10,748 | $48,230-77.7% | $67,502-84.1% | $80,856-86.7% |
| Participation rate | 48.3% | 66.4%-18.1pp | 72.9%-24.6pp | 67.6%-19.4pp |
| Annual return | 10.67% | 18.28%-7.6pp | 3512.12%-3501.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $484 | $2,020-76.0% | $2,731-82.3% | $2,755-82.4% |
| Participant deferral / active EE | $1,245 | $2,924-57.4% | $4,000-68.9% | $4,296-71.0% |
| Admin fee / account holder | $246 | $3,681-93.3% | $3,998-93.9% | $6,918-96.4% |