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 | $30,737 | $77,899-60.5% | $149,673-79.5% | $75,163-59.1% |
| Participation rate | 62.9% | 65.6%-2.7pp | 78.8%-15.9pp | 67.2%-4.3pp |
| Annual return | 9.09% | 31.72%-22.6pp | 134.42%-125.3pp | 160.62%-151.5pp |
| Employer contribution / active EE | $1,334 | $3,137-57.5% | $4,818-72.3% | $2,670-50.1% |
| Participant deferral / active EE | $2,234 | $3,411-34.5% | $5,680-60.7% | $4,125-45.8% |
| Admin fee / account holder | $143 | $5,956-97.6% | $13,210-98.9% | $5,651-97.5% |