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 | $44,310 | $57,541-23.0% | $95,745-53.7% | $75,163-41.0% |
| Participation rate | 55.2% | 62.5%-7.3pp | 72.3%-17.1pp | 67.2%-12.0pp |
| Annual return | 9.50% | 34.93%-25.4pp | 28.35%-18.9pp | 160.62%-151.1pp |
| Employer contribution / active EE | $969 | $1,808-46.4% | $2,835-65.8% | $2,670-63.7% |
| Participant deferral / active EE | $2,495 | $3,074-18.8% | $4,245-41.2% | $4,125-39.5% |
| Admin fee / account holder | $274 | $4,099-93.3% | $5,678-95.2% | $5,651-95.1% |