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 | $39,709 | $45,073-11.9% | $69,455-42.8% | $72,985-45.6% |
| Participation rate | 60.0% | 68.5%-8.5pp | 74.6%-14.6pp | 69.5%-9.5pp |
| Annual return | 4.18% | 22.65%-18.5pp | 28.97%-24.8pp | 81.00%-76.8pp |
| Employer contribution / active EE | $1,096 | $2,054-46.7% | $2,779-60.6% | $2,440-55.1% |
| Participant deferral / active EE | $2,163 | $2,602-16.9% | $3,535-38.8% | $3,607-40.0% |
| Admin fee / account holder | $213 | $3,056-93.0% | $3,839-94.4% | $5,124-95.8% |