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 | $103,573 | $127,065-18.5% | $113,168-8.5% | $142,382-27.3% |
| Participation rate | 46.2% | 79.2%-33.1pp | 76.6%-30.4pp | 80.1%-34.0pp |
| Annual return | 7.50% | 24.03%-16.5pp | 24.27%-16.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,047 | $3,442-69.6% | $2,975-64.8% | $4,299-75.7% |
| Participant deferral / active EE | $2,294 | $5,716-59.9% | $5,107-55.1% | $6,507-64.7% |
| Admin fee / account holder | $222 | $15,736-98.6% | $12,068-98.2% | $12,624-98.2% |