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 | $37,695 | $27,915+35.0% | $58,482-35.5% | $75,163-49.8% |
| Participation rate | 36.0% | 38.8%-2.8pp | 50.9%-14.9pp | 67.2%-31.2pp |
| Annual return | 14.68% | 44.20%-29.5pp | 4239.32%-4224.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $595 | $669-11.1% | $1,053-43.5% | $2,670-77.7% |
| Participant deferral / active EE | $873 | $1,201-27.3% | $1,924-54.6% | $4,125-78.8% |
| Admin fee / account holder | $19 | $1,726-98.9% | $2,516-99.2% | $5,651-99.7% |