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 | $45,324 | $117,841-61.5% | $102,423-55.7% | $145,922-68.9% |
| Participation rate | 61.9% | 78.6%-16.7pp | 76.5%-14.6pp | 80.3%-18.4pp |
| Annual return | 8.55% | 31.65%-23.1pp | 29.32%-20.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,275 | $3,615-37.1% | $3,023-24.7% | $4,660-51.2% |
| Participant deferral / active EE | $2,299 | $5,731-59.9% | $5,053-54.5% | $6,688-65.6% |
| Admin fee / account holder | $183 | $13,326-98.6% | $9,451-98.1% | $13,397-98.6% |