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 | $61,255 | $71,829-14.7% | $69,780-12.2% | $142,382-57.0% |
| Participation rate | 37.5% | 81.6%-44.1pp | 79.3%-41.8pp | 80.1%-42.6pp |
| Annual return | 12.60% | 31.01%-18.4pp | 26.31%-13.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,634 | $4,385-62.7% | $4,168-60.8% | $4,299-62.0% |
| Participant deferral / active EE | $2,246 | $6,819-67.1% | $6,164-63.6% | $6,507-65.5% |
| Admin fee / account holder | $21 | $7,818-99.7% | $7,285-99.7% | $12,624-99.8% |