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 | $72,033 | $94,338-23.6% | $100,534-28.4% | $142,382-49.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 80.6%-30.6pp | 80.1%-30.1pp |
| Annual return | 5.12% | 29.20%-24.1pp | 32.66%-27.5pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,651 | $4,237-61.0% | $4,346-62.0% | $4,299-61.6% |
| Participant deferral / active EE | $3,658 | $5,934-38.4% | $6,144-40.5% | $6,507-43.8% |
| Admin fee / account holder | $284 | $8,421-96.6% | $7,654-96.3% | $12,624-97.8% |