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 | $31,687 | $57,281-44.7% | $86,612-63.4% | $75,163-57.8% |
| Participation rate | 42.9% | 63.2%-20.3pp | 71.7%-28.8pp | 67.2%-24.3pp |
| Annual return | 12.71% | 2670.75%-2658.0pp | 591.07%-578.4pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,637 | $2,314-29.3% | $3,022-45.8% | $2,670-38.7% |
| Participant deferral / active EE | $2,548 | $3,318-23.2% | $4,438-42.6% | $4,125-38.2% |
| Admin fee / account holder | $237 | $4,112-94.2% | $5,614-95.8% | $5,651-95.8% |