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 4-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 | $47,572 | $95,803-50.3% | $113,168-58.0% | $84,808-43.9% |
| Participation rate | 56.3% | 72.9%-16.6pp | 76.6%-20.3pp | 68.3%-12.1pp |
| Annual return | 11.48% | 25.00%-13.5pp | 24.27%-12.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,599 | $2,360-32.2% | $2,975-46.3% | $2,631-39.2% |
| Participant deferral / active EE | $4,859 | $4,242+14.5% | $5,107-4.9% | $4,212+15.4% |
| Admin fee / account holder | $48 | $8,989-99.5% | $12,068-99.6% | $7,344-99.3% |