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 | $49,947 | $69,977-28.6% | $108,579-54.0% | $62,891-20.6% |
| Participation rate | 54.5% | 72.9%-18.4pp | 79.6%-25.0pp | 69.3%-14.8pp |
| Annual return | 2.44% | 10.73%-8.3pp | -51.70%+54.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $1,098 | $2,135-48.6% | $3,758-70.8% | $2,281-51.9% |
| Participant deferral / active EE | $1,930 | $3,165-39.0% | $4,311-55.2% | $3,203-39.8% |
| Admin fee / account holder | $226 | $5,076-95.6% | $7,645-97.0% | $4,296-94.7% |