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 | $35,570 | $54,705-35.0% | $71,209-50.0% | $84,808-58.1% |
| Participation rate | 68.8% | 64.1%+4.7pp | 73.8%-5.0pp | 68.3%+0.4pp |
| Annual return | 12.78% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $300 | $2,158-86.1% | $2,721-89.0% | $2,631-88.6% |
| Participant deferral / active EE | $1,864 | $3,030-38.5% | $4,175-55.4% | $4,212-55.7% |
| Admin fee / account holder | $226 | $4,863-95.4% | $5,349-95.8% | $7,344-96.9% |