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 | $88,511 | $73,933+19.7% | $96,683-8.5% | $75,163+17.8% |
| Participation rate | 30.3% | 66.4%-36.1pp | 74.3%-44.0pp | 67.2%-36.9pp |
| Annual return | 9.12% | 26.70%-17.6pp | 35.69%-26.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $878 | $2,928-70.0% | $3,737-76.5% | $2,670-67.1% |
| Participant deferral / active EE | $2,296 | $3,659-37.2% | $4,878-52.9% | $4,125-44.3% |
| Admin fee / account holder | $88 | $5,216-98.3% | $6,730-98.7% | $5,651-98.4% |