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 | $46,349 | $65,041-28.7% | $90,951-49.0% | $79,858-42.0% |
| Participation rate | 64.7% | 61.6%+3.1pp | 69.0%-4.3pp | 69.6%-4.9pp |
| Annual return | 6.55% | 30.45%-23.9pp | 134.60%-128.0pp | 31.71%-25.2pp |
| Employer contribution / active EE | $305 | $1,247-75.6% | $2,122-85.6% | $2,471-87.7% |
| Participant deferral / active EE | $1,735 | $2,512-30.9% | $3,373-48.6% | $3,740-53.6% |
| Admin fee / account holder | $210 | $4,536-95.4% | $5,959-96.5% | $5,306-96.0% |