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 5-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 | $44,239 | $117,983-62.5% | $101,794-56.5% | $142,382-68.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 4.83% | 36.92%-32.1pp | 30.53%-25.7pp | 217.08%-212.2pp |
| Employer contribution / active EE | $921 | $2,773-66.8% | $2,289-59.8% | $4,299-78.6% |
| Participant deferral / active EE | $6,385 | $4,714+35.5% | $4,084+56.3% | $6,507-1.9% |
| Admin fee / account holder | $292 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |