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 3-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 | $20,502 | $159,602-87.2% | $150,045-86.3% | $142,382-85.6% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.3%-53.8pp | 80.1%-51.5pp |
| Annual return | 10.20% | 70.24%-60.0pp | 62.55%-52.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,152 | $4,961-76.8% | $4,693-75.5% | $4,299-73.2% |
| Participant deferral / active EE | $2,686 | $8,310-67.7% | $7,997-66.4% | $6,507-58.7% |
| Admin fee / account holder | $286 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |