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 | $43,586 | $35,183+23.9% | $73,545-40.7% | $70,131-37.9% |
| Participation rate | 24.1% | 42.9%-18.8pp | 54.9%-30.8pp | 69.5%-45.4pp |
| Annual return | 11.30% | 26.90%-15.6pp | -15.16%+26.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $554 | $709-21.8% | $1,219-54.5% | $2,342-76.3% |
| Participant deferral / active EE | $850 | $1,220-30.3% | $1,806-52.9% | $3,332-74.5% |
| Admin fee / account holder | $161 | $2,302-93.0% | $2,320-93.1% | $4,645-96.5% |