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 | $56,528 | $177,572-68.2% | $154,803-63.5% | $142,382-60.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 10.27% | 65.07%-54.8pp | 58.88%-48.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,475 | $4,810-69.3% | $4,305-65.8% | $4,299-65.7% |
| Participant deferral / active EE | $1,757 | $6,272-72.0% | $5,540-68.3% | $6,507-73.0% |
| Admin fee / account holder | $205 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |