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 | $59,130 | $80,717-26.7% | $154,803-61.8% | $84,808-30.3% |
| Participation rate | 64.7% | 66.8%-2.1pp | 78.1%-13.4pp | 68.3%-3.6pp |
| Annual return | 4.38% | 37.96%-33.6pp | 58.88%-54.5pp | 40.90%-36.5pp |
| Employer contribution / active EE | $467 | $2,761-83.1% | $4,305-89.2% | $2,631-82.2% |
| Participant deferral / active EE | $1,611 | $3,303-51.2% | $5,540-70.9% | $4,212-61.7% |
| Admin fee / account holder | $48 | $6,746-99.3% | $14,329-99.7% | $7,344-99.4% |