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 | $37,735 | $112,096-66.3% | $95,952-60.7% | $158,922-76.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 5.37% | 171.09%-165.7pp | 91.61%-86.2pp | 302.83%-297.5pp |
| Employer contribution / active EE | $2,400 | $3,198-25.0% | $2,541-5.5% | $4,761-49.6% |
| Participant deferral / active EE | $3,640 | $4,784-23.9% | $4,167-12.7% | $5,982-39.2% |
| Admin fee / account holder | $106 | $10,130-99.0% | $6,795-98.4% | $11,246-99.1% |