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 | $62,946 | $124,281-49.4% | $109,143-42.3% | $167,490-62.4% |
| Participation rate | 41.7% | 79.4%-37.8pp | 75.9%-34.2pp | 82.1%-40.4pp |
| Annual return | 7.40% | 26.04%-18.6pp | 25.75%-18.3pp | 478.56%-471.2pp |
| Employer contribution / active EE | $966 | $4,207-77.0% | $3,722-74.1% | $4,837-80.0% |
| Participant deferral / active EE | $2,098 | $5,255-60.1% | $4,653-54.9% | $6,341-66.9% |
| Admin fee / account holder | $251 | $7,970-96.9% | $6,752-96.3% | $12,309-98.0% |