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 | $59,094 | $49,922+18.4% | $80,569-26.7% | $75,163-21.4% |
| Participation rate | 15.9% | 55.3%-39.4pp | 67.0%-51.1pp | 67.2%-51.3pp |
| Annual return | 11.45% | 34.69%-23.2pp | 935.43%-924.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $771 | $2,990-74.2% | $4,447-82.7% | $4,125-81.3% |
| Admin fee / account holder | $53 | $3,577-98.5% | $5,377-99.0% | $5,651-99.1% |