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 | $58,283 | $106,584-45.3% | $101,326-42.5% | $142,382-59.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 81.5%-19.0pp | 80.1%-17.6pp |
| Annual return | 9.74% | 36.93%-27.2pp | 36.82%-27.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,187 | $3,956-19.4% | $3,665-13.1% | $4,299-25.9% |
| Participant deferral / active EE | $7,720 | $8,297-7.0% | $7,994-3.4% | $6,507+18.6% |
| Admin fee / account holder | $53 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |