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 5-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 | $34,902 | $81,460-57.2% | $103,333-66.2% | $80,856-56.8% |
| Participation rate | 62.1% | 66.8%-4.8pp | 74.5%-12.4pp | 67.6%-5.6pp |
| Annual return | 8.47% | 25.55%-17.1pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $4,594 | $3,105+47.9% | $3,868+18.8% | $2,755+66.7% |
| Participant deferral / active EE | $2,658 | $3,869-31.3% | $5,057-47.4% | $4,296-38.1% |
| Admin fee / account holder | $151 | $6,566-97.7% | $8,355-98.2% | $6,918-97.8% |