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 | $35,727 | $84,233-57.6% | $170,442-79.0% | $70,131-49.1% |
| Participation rate | 19.2% | 70.8%-51.6pp | 83.6%-64.4pp | 69.5%-50.3pp |
| Annual return | 6.81% | 23.06%-16.3pp | 205.93%-199.1pp | 73.14%-66.3pp |
| Employer contribution / active EE | $565 | $3,387-83.3% | $5,433-89.6% | $2,342-75.9% |
| Participant deferral / active EE | $930 | $3,086-69.9% | $4,939-81.2% | $3,332-72.1% |
| Admin fee / account holder | $110 | $5,698-98.1% | $13,880-99.2% | $4,645-97.6% |