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 | $91,854 | $46,869+96.0% | $122,332-24.9% | $70,131+31.0% |
| Participation rate | 17.2% | 58.2%-40.9pp | 71.6%-54.4pp | 69.5%-52.3pp |
| Annual return | 13.02% | 24.22%-11.2pp | 30.27%-17.3pp | 73.14%-60.1pp |
| Employer contribution / active EE | $494 | $1,288-61.6% | $4,050-87.8% | $2,342-78.9% |
| Participant deferral / active EE | $1,099 | $2,166-49.3% | $3,287-66.5% | $3,332-67.0% |
| Admin fee / account holder | $180 | $3,322-94.6% | $5,478-96.7% | $4,645-96.1% |