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 | $30,201 | $58,234-48.1% | $81,783-63.1% | $80,874-62.7% |
| Participation rate | 21.9% | 63.4%-41.6pp | 72.4%-50.5pp | 67.6%-45.8pp |
| Annual return | 9.02% | 41.70%-32.7pp | 775.05%-766.0pp | 35.62%-26.6pp |
| Employer contribution / active EE | $435 | $2,341-81.4% | $2,913-85.1% | $2,756-84.2% |
| Participant deferral / active EE | $716 | $3,283-78.2% | $4,320-83.4% | $4,297-83.3% |
| Admin fee / account holder | $2 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |