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 | $74,508 | $93,071-19.9% | $74,583-0.1% | $273,961-72.8% |
| Participation rate | 22.2% | 74.9%-52.7pp | 68.1%-45.9pp | 83.0%-60.8pp |
| Annual return | 0.77% | 26.18%-25.4pp | 20.47%-19.7pp | 41.45%-40.7pp |
| Employer contribution / active EE | $706 | $3,160-77.7% | $2,525-72.1% | $4,869-85.5% |
| Participant deferral / active EE | $2,824 | $4,160-32.1% | $3,458-18.3% | $5,287-46.6% |
| Admin fee / account holder | $197 | $5,272-96.3% | $4,138-95.2% | $10,132-98.1% |