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 | $49,859 | $35,183+41.7% | $73,545-32.2% | $70,131-28.9% |
| Participation rate | 38.9% | 42.9%-4.0pp | 54.9%-16.0pp | 69.5%-30.7pp |
| Annual return | 10.05% | 26.90%-16.9pp | -15.16%+25.2pp | 73.14%-63.1pp |
| Employer contribution / active EE | $552 | $709-22.1% | $1,219-54.7% | $2,342-76.4% |
| Participant deferral / active EE | $1,717 | $1,220+40.7% | $1,806-4.9% | $3,332-48.5% |
| Admin fee / account holder | $24 | $2,302-99.0% | $2,320-99.0% | $4,645-99.5% |