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 | $61,304 | $47,848+28.1% | $81,478-24.8% | $70,131-12.6% |
| Participation rate | 8.3% | 58.3%-49.9pp | 68.0%-59.6pp | 69.5%-61.2pp |
| Annual return | 9.45% | 27.25%-17.8pp | 38.78%-29.3pp | 73.14%-63.7pp |
| Employer contribution / active EE | $311 | $1,527-79.7% | $2,568-87.9% | $2,342-86.7% |
| Participant deferral / active EE | $1,019 | $2,453-58.5% | $3,537-71.2% | $3,332-69.4% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |