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 | $26,898 | $85,202-68.4% | $172,739-84.4% | $72,985-63.1% |
| Participation rate | 57.1% | 70.1%-12.9pp | 82.6%-25.5pp | 69.5%-12.3pp |
| Annual return | 5.00% | 27.32%-22.3pp | 802.84%-797.8pp | 81.00%-76.0pp |
| Employer contribution / active EE | $675 | $3,324-79.7% | $5,143-86.9% | $2,440-72.3% |
| Participant deferral / active EE | $1,098 | $3,260-66.3% | $5,198-78.9% | $3,607-69.6% |
| Admin fee / account holder | $98 | $5,884-98.3% | $13,954-99.3% | $5,124-98.1% |