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 | $42,068 | $54,762-23.2% | $90,281-53.4% | $72,985-42.4% |
| Participation rate | 15.2% | 65.1%-50.0pp | 73.3%-58.1pp | 69.5%-54.3pp |
| Annual return | 12.61% | 30.63%-18.0pp | 78.10%-65.5pp | 81.00%-68.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $839 | $2,887-70.9% | $3,885-78.4% | $3,607-76.7% |
| Admin fee / account holder | $25 | $3,972-99.4% | $5,351-99.5% | $5,124-99.5% |