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 | $53,362 | $85,766-37.8% | $136,294-60.8% | $70,131-23.9% |
| Participation rate | 51.1% | 74.2%-23.0pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 12.85% | 31.45%-18.6pp | 5155.94%-5143.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $588 | $2,966-80.2% | $4,695-87.5% | $2,342-74.9% |
| Participant deferral / active EE | $3,314 | $5,051-34.4% | $6,247-47.0% | $3,332-0.5% |
| Admin fee / account holder | $266 | $5,420-95.1% | $9,243-97.1% | $4,645-94.3% |