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 | $19,113 | $58,208-67.2% | $81,812-76.6% | $80,856-76.4% |
| Participation rate | 64.3% | 63.4%+0.9pp | 72.3%-8.1pp | 67.6%-3.4pp |
| Annual return | 9.50% | 41.66%-32.2pp | 773.79%-764.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $893 | $2,340-61.8% | $2,912-69.3% | $2,755-67.6% |
| Participant deferral / active EE | $2,392 | $3,281-27.1% | $4,319-44.6% | $4,296-44.3% |
| Admin fee / account holder | $132 | $4,981-97.3% | $7,386-98.2% | $6,918-98.1% |