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 | $43,533 | $52,639-17.3% | $185,117-76.5% | $62,292-30.1% |
| Participation rate | 29.1% | 63.9%-34.7pp | 77.3%-48.1pp | 69.5%-40.4pp |
| Annual return | 12.61% | 19.57%-7.0pp | 40.50%-27.9pp | 28.90%-16.3pp |
| Employer contribution / active EE | $709 | $1,483-52.2% | $4,182-83.1% | $2,042-65.3% |
| Participant deferral / active EE | $1,715 | $3,097-44.6% | $5,045-66.0% | $3,169-45.9% |
| Admin fee / account holder | $34 | $374-90.9% | $8,159-99.6% | $479-92.9% |