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 | $71,394 | $63,861+11.8% | $104,607-31.8% | $79,858-10.6% |
| Participation rate | 40.0% | 64.9%-24.9pp | 74.1%-34.1pp | 69.6%-29.6pp |
| Annual return | 2.88% | 21.30%-18.4pp | 340.46%-337.6pp | 31.71%-28.8pp |
| Employer contribution / active EE | $681 | $1,588-57.1% | $2,681-74.6% | $2,471-72.4% |
| Participant deferral / active EE | $1,166 | $2,693-56.7% | $3,740-68.8% | $3,740-68.8% |
| Admin fee / account holder | $271 | $4,185-93.5% | $6,473-95.8% | $5,306-94.9% |