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 8-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 | $31,922 | $49,025-34.9% | $87,507-63.5% | $62,891-49.2% |
| Participation rate | 61.5% | 64.9%-3.3pp | 73.8%-12.3pp | 69.3%-7.8pp |
| Annual return | 3.06% | 10.02%-7.0pp | 12.21%-9.1pp | 20.14%-17.1pp |
| Employer contribution / active EE | $243 | $1,372-82.3% | $2,550-90.5% | $2,281-89.4% |
| Participant deferral / active EE | $1,610 | $2,289-29.7% | $3,149-48.9% | $3,203-49.7% |
| Admin fee / account holder | $274 | $4,065-93.3% | $4,221-93.5% | $4,296-93.6% |