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 6-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 | $27,396 | $80,717-66.1% | $154,803-82.3% | $84,808-67.7% |
| Participation rate | 32.9% | 66.8%-33.9pp | 78.1%-45.2pp | 68.3%-35.4pp |
| Annual return | 10.62% | 37.96%-27.3pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $558 | $2,761-79.8% | $4,305-87.0% | $2,631-78.8% |
| Participant deferral / active EE | $914 | $3,303-72.3% | $5,540-83.5% | $4,212-78.3% |
| Admin fee / account holder | $268 | $6,746-96.0% | $14,329-98.1% | $7,344-96.4% |