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 | $34,015 | $74,927-54.6% | $101,794-66.6% | $84,808-59.9% |
| Participation rate | 50.7% | 61.4%-10.7pp | 69.2%-18.4pp | 68.3%-17.6pp |
| Annual return | 12.53% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $743 | $1,522-51.2% | $2,289-67.6% | $2,631-71.8% |
| Participant deferral / active EE | $2,148 | $3,099-30.7% | $4,084-47.4% | $4,212-49.0% |
| Admin fee / account holder | $293 | $6,514-95.5% | $8,777-96.7% | $7,344-96.0% |