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 | $31,945 | $102,616-68.9% | $81,983-61.0% | $158,922-79.9% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 2.85% | 61.04%-58.2pp | 41.31%-38.5pp | 302.83%-300.0pp |
| Employer contribution / active EE | $963 | $3,240-70.3% | $2,498-61.4% | $4,761-79.8% |
| Participant deferral / active EE | $1,444 | $4,648-68.9% | $3,722-61.2% | $5,982-75.9% |
| Admin fee / account holder | $43 | $8,235-99.5% | $5,664-99.2% | $11,246-99.6% |