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 | $25,318 | $69,207-63.4% | $64,056-60.5% | $139,434-81.8% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 0.20% | 45.88%-45.7pp | 33.69%-33.5pp | 372.94%-372.7pp |
| Employer contribution / active EE | $954 | $3,182-70.0% | $2,747-65.3% | $4,751-79.9% |
| Participant deferral / active EE | $1,170 | $4,682-75.0% | $3,880-69.8% | $6,710-82.6% |
| Admin fee / account holder | $239 | $4,244-94.4% | $3,068-92.2% | $11,403-97.9% |