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 | $68,289 | $54,541+25.2% | $78,778-13.3% | $70,131-2.6% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 9.83% | 21.07%-11.2pp | 35.62%-25.8pp | 73.14%-63.3pp |
| Employer contribution / active EE | $929 | $1,089-14.7% | $1,986-53.2% | $2,342-60.3% |
| Participant deferral / active EE | $2,051 | $2,210-7.2% | $2,958-30.7% | $3,332-38.4% |
| Admin fee / account holder | $19 | $3,709-99.5% | $5,134-99.6% | $4,645-99.6% |