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 | $54,023 | $53,127+1.7% | $86,590-37.6% | $70,131-23.0% |
| Participation rate | 53.8% | 65.3%-11.5pp | 73.5%-19.7pp | 69.5%-15.7pp |
| Annual return | 9.38% | 27.66%-18.3pp | 964.84%-955.5pp | 73.14%-63.8pp |
| Employer contribution / active EE | $432 | $2,068-79.1% | $2,839-84.8% | $2,342-81.6% |
| Participant deferral / active EE | $2,664 | $2,696-1.2% | $3,609-26.2% | $3,332-20.0% |
| Admin fee / account holder | $191 | $3,585-94.7% | $4,906-96.1% | $4,645-95.9% |