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 5-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 | $23,819 | $154,228-84.6% | $145,433-83.6% | $137,256-82.6% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 5.25% | 74.59%-69.3pp | 66.58%-61.3pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,067 | $4,804-77.8% | $4,554-76.6% | $4,156-74.3% |
| Participant deferral / active EE | $3,132 | $8,216-61.9% | $7,897-60.3% | $6,407-51.1% |
| Admin fee / account holder | $93 | $14,344-99.4% | $13,129-99.3% | $12,270-99.2% |