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 | $45,681 | $76,552-40.3% | $123,892-63.1% | $62,891-27.4% |
| Participation rate | 60.5% | 73.0%-12.5pp | 81.4%-20.9pp | 69.3%-8.8pp |
| Annual return | 5.26% | 18.68%-13.4pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,588 | $2,883-44.9% | $4,617-65.6% | $2,281-30.4% |
| Participant deferral / active EE | $3,597 | $4,840-25.7% | $5,984-39.9% | $3,203+12.3% |
| Admin fee / account holder | $174 | $4,826-96.4% | $8,357-97.9% | $4,296-96.0% |