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 | $33,575 | $74,888-55.2% | $71,209-52.9% | $142,382-76.4% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.1%-50.1pp |
| Annual return | 11.74% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,083 | $4,454-75.7% | $4,175-74.1% | $6,507-83.4% |
| Admin fee / account holder | $98 | $5,568-98.2% | $5,349-98.2% | $12,624-99.2% |