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 | $50,557 | $83,477-39.4% | $125,175-59.6% | $72,985-30.7% |
| Participation rate | 44.7% | 73.3%-28.6pp | 79.8%-35.0pp | 69.5%-24.7pp |
| Annual return | 14.35% | 25.78%-11.4pp | 43.79%-29.4pp | 81.00%-66.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,812 | $3,585-49.5% | $4,937-63.3% | $3,607-49.8% |
| Admin fee / account holder | $35 | $5,517-99.4% | $9,702-99.6% | $5,124-99.3% |