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 | $31,725 | $81,248-61.0% | $155,509-79.6% | $80,856-60.8% |
| Participation rate | 58.8% | 66.2%-7.4pp | 78.2%-19.4pp | 67.6%-8.8pp |
| Annual return | 8.56% | 33.31%-24.7pp | 64.67%-56.1pp | 35.59%-27.0pp |
| Employer contribution / active EE | $487 | $3,100-84.3% | $4,672-89.6% | $2,755-82.3% |
| Participant deferral / active EE | $1,458 | $3,452-57.8% | $5,626-74.1% | $4,296-66.1% |
| Admin fee / account holder | $158 | $7,997-98.0% | $15,912-99.0% | $6,918-97.7% |