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 | $84,470 | $67,606+24.9% | $82,313+2.6% | $70,131+20.4% |
| Participation rate | 66.0% | 72.8%-6.8pp | 76.9%-10.9pp | 69.5%-3.6pp |
| Annual return | 10.11% | 21.57%-11.5pp | 25.88%-15.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $467 | $1,755-73.4% | $2,428-80.8% | $2,342-80.1% |
| Participant deferral / active EE | $3,609 | $2,987+20.8% | $3,706-2.6% | $3,332+8.3% |
| Admin fee / account holder | $258 | $4,512-94.3% | $5,608-95.4% | $4,645-94.4% |