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 | $58,954 | $56,054+5.2% | $171,082-65.5% | $62,891-6.3% |
| Participation rate | 53.0% | 62.9%-9.8pp | 76.7%-23.7pp | 69.3%-16.3pp |
| Annual return | 5.30% | 22.52%-17.2pp | 32.56%-27.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $457 | $1,731-73.6% | $4,002-88.6% | $2,281-80.0% |
| Participant deferral / active EE | $3,264 | $3,158+3.4% | $4,797-32.0% | $3,203+1.9% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |