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 | $35,394 | $77,899-54.6% | $149,673-76.4% | $75,163-52.9% |
| Participation rate | 51.2% | 65.6%-14.4pp | 78.8%-27.5pp | 67.2%-16.0pp |
| Annual return | 10.08% | 31.72%-21.6pp | 134.42%-124.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $649 | $3,137-79.3% | $4,818-86.5% | $2,670-75.7% |
| Participant deferral / active EE | $1,374 | $3,411-59.7% | $5,680-75.8% | $4,125-66.7% |
| Admin fee / account holder | $10 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |