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 | $53,062 | $39,122+35.6% | $57,179-7.2% | $62,891-15.6% |
| Participation rate | 43.9% | 70.5%-26.6pp | 75.3%-31.4pp | 69.3%-25.4pp |
| Annual return | -0.59% | 9.23%-9.8pp | 14.59%-15.2pp | 20.14%-20.7pp |
| Employer contribution / active EE | $889 | $1,874-52.6% | $2,682-66.9% | $2,281-61.0% |
| Participant deferral / active EE | $2,092 | $2,374-11.9% | $3,096-32.4% | $3,203-34.7% |
| Admin fee / account holder | $1 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |