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 | $20,740 | $96,484-78.5% | $75,886-72.7% | $152,861-86.4% |
| Participation rate | 58.8% | 76.2%-17.4pp | 69.3%-10.5pp | 82.4%-23.6pp |
| Annual return | 10.40% | 33.98%-23.6pp | 30.76%-20.4pp | 345.32%-334.9pp |
| Employer contribution / active EE | $1,621 | $3,309-51.0% | $2,500-35.2% | $4,762-66.0% |
| Participant deferral / active EE | $1,694 | $4,553-62.8% | $3,603-53.0% | $5,850-71.0% |
| Admin fee / account holder | $141 | $8,078-98.3% | $5,418-97.4% | $11,596-98.8% |