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 | $62,508 | $39,019+60.2% | $80,716-22.6% | $85,850-27.2% |
| Participation rate | 25.7% | 41.5%-15.8pp | 54.2%-28.5pp | 69.3%-43.6pp |
| Annual return | 10.08% | 26.27%-16.2pp | 87.28%-77.2pp | 318.53%-308.4pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,094 | $1,326+58.0% | $2,146-2.4% | $3,952-47.0% |
| Admin fee / account holder | $198 | $2,431-91.8% | $3,380-94.1% | $6,260-96.8% |