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 | $48,328 | $55,706-13.2% | $75,886-36.3% | $72,985-33.8% |
| Participation rate | 69.7% | 61.1%+8.6pp | 69.3%+0.4pp | 69.5%+0.2pp |
| Annual return | 2.55% | 27.59%-25.0pp | 30.76%-28.2pp | 81.00%-78.4pp |
| Employer contribution / active EE | $1,250 | $1,687-25.9% | $2,500-50.0% | $2,440-48.8% |
| Participant deferral / active EE | $3,322 | $2,634+26.1% | $3,603-7.8% | $3,607-7.9% |
| Admin fee / account holder | $188 | $3,978-95.3% | $5,418-96.5% | $5,124-96.3% |