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 | $31,983 | $80,717-60.4% | $154,803-79.3% | $84,808-62.3% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 10.94% | 37.96%-27.0pp | 58.88%-47.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $523 | $2,761-81.1% | $4,305-87.9% | $2,631-80.1% |
| Participant deferral / active EE | $1,387 | $3,303-58.0% | $5,540-75.0% | $4,212-67.1% |
| Admin fee / account holder | $296 | $6,746-95.6% | $14,329-97.9% | $7,344-96.0% |