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 | $58,463 | $80,717-27.6% | $154,803-62.2% | $84,808-31.1% |
| Participation rate | 46.4% | 66.8%-20.4pp | 78.1%-31.6pp | 68.3%-21.9pp |
| Annual return | 11.34% | 37.96%-26.6pp | 58.88%-47.5pp | 40.90%-29.6pp |
| Employer contribution / active EE | $629 | $2,761-77.2% | $4,305-85.4% | $2,631-76.1% |
| Participant deferral / active EE | $1,616 | $3,303-51.1% | $5,540-70.8% | $4,212-61.6% |
| Admin fee / account holder | $44 | $6,746-99.3% | $14,329-99.7% | $7,344-99.4% |