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 | $31,234 | $45,073-30.7% | $69,455-55.0% | $72,985-57.2% |
| Participation rate | 56.1% | 68.5%-12.4pp | 74.6%-18.5pp | 69.5%-13.3pp |
| Annual return | 3.28% | 22.65%-19.4pp | 28.97%-25.7pp | 81.00%-77.7pp |
| Employer contribution / active EE | $1,504 | $2,054-26.8% | $2,779-45.9% | $2,440-38.4% |
| Participant deferral / active EE | $2,040 | $2,602-21.6% | $3,535-42.3% | $3,607-43.4% |
| Admin fee / account holder | $274 | $3,056-91.0% | $3,839-92.9% | $5,124-94.7% |