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 | $52,467 | $48,364+8.5% | $71,796-26.9% | $62,891-16.6% |
| Participation rate | 42.3% | 60.6%-18.3pp | 69.1%-26.8pp | 69.3%-27.0pp |
| Annual return | 2.63% | 13.16%-10.5pp | 78.04%-75.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $768 | $1,042-26.3% | $1,924-60.1% | $2,281-66.3% |
| Participant deferral / active EE | $1,625 | $2,091-22.3% | $2,794-41.9% | $3,203-49.3% |
| Admin fee / account holder | $18 | $3,771-99.5% | $4,815-99.6% | $4,296-99.6% |