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 | $35,702 | $53,127-32.8% | $86,590-58.8% | $70,131-49.1% |
| Participation rate | 60.0% | 65.3%-5.3pp | 73.5%-13.5pp | 69.5%-9.5pp |
| Annual return | 11.39% | 27.66%-16.3pp | 964.84%-953.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,163 | $2,068-43.8% | $2,839-59.0% | $2,342-50.4% |
| Participant deferral / active EE | $2,587 | $2,696-4.0% | $3,609-28.3% | $3,332-22.3% |
| Admin fee / account holder | $182 | $3,585-94.9% | $4,906-96.3% | $4,645-96.1% |