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 | $24,331 | $74,888-67.5% | $71,209-65.8% | $142,382-82.9% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.8%-59.5pp | 80.1%-65.8pp |
| Annual return | 7.75% | 345.14%-337.4pp | 282.51%-274.8pp | 217.08%-209.3pp |
| Employer contribution / active EE | $612 | $2,854-78.6% | $2,721-77.5% | $4,299-85.8% |
| Participant deferral / active EE | $639 | $4,454-85.7% | $4,175-84.7% | $6,507-90.2% |
| Admin fee / account holder | $139 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |