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 6-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 | $14,468 | $77,634-81.4% | $156,549-90.8% | $62,891-77.0% |
| Participation rate | 47.7% | 71.2%-23.5pp | 84.0%-36.3pp | 69.3%-21.6pp |
| Annual return | 2.84% | 50.32%-47.5pp | 32.23%-29.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $569 | $3,444-83.5% | $5,501-89.7% | $2,281-75.0% |
| Participant deferral / active EE | $1,846 | $3,045-39.4% | $4,871-62.1% | $3,203-42.4% |
| Admin fee / account holder | $31 | $5,561-99.4% | $13,027-99.8% | $4,296-99.3% |