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 | $83,349 | $101,724-18.1% | $164,813-49.4% | $80,856+3.1% |
| Participation rate | 24.4% | 71.8%-47.4pp | 78.6%-54.2pp | 67.6%-43.2pp |
| Annual return | 8.23% | 16.72%-8.5pp | 69.93%-61.7pp | 35.59%-27.4pp |
| Employer contribution / active EE | $828 | $2,953-72.0% | $4,341-80.9% | $2,755-70.0% |
| Participant deferral / active EE | $2,195 | $4,477-51.0% | $6,031-63.6% | $4,296-48.9% |
| Admin fee / account holder | $290 | $8,227-96.5% | $12,690-97.7% | $6,918-95.8% |