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 | $39,349 | $91,190-56.8% | $178,490-78.0% | $79,858-50.7% |
| Participation rate | 37.5% | 69.2%-31.7pp | 81.9%-44.4pp | 69.6%-32.1pp |
| Annual return | 5.12% | 24.19%-19.1pp | 151.07%-146.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $423 | $3,256-87.0% | $5,011-91.5% | $2,471-82.9% |
| Participant deferral / active EE | $1,284 | $3,236-60.3% | $5,202-75.3% | $3,740-65.7% |
| Admin fee / account holder | $124 | $6,751-98.2% | $13,984-99.1% | $5,306-97.7% |