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 | $14,018 | $48,076-70.8% | $78,689-82.2% | $62,891-77.7% |
| Participation rate | 52.8% | 65.2%-12.4pp | 73.6%-20.8pp | 69.3%-16.5pp |
| Annual return | 3.05% | 31.35%-28.3pp | 62.18%-59.1pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,344 | $2,015-33.3% | $2,851-52.8% | $2,281-41.1% |
| Participant deferral / active EE | $1,046 | $2,588-59.6% | $3,517-70.3% | $3,203-67.3% |
| Admin fee / account holder | $169 | $3,207-94.7% | $4,510-96.3% | $4,296-96.1% |