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 | $36,538 | $104,251-65.0% | $91,001-59.8% | $147,584-75.2% |
| Participation rate | 58.3% | 78.2%-19.9pp | 75.6%-17.3pp | 82.8%-24.5pp |
| Annual return | 3.96% | 27.06%-23.1pp | 4.60%-0.6pp | 578.55%-574.6pp |
| Employer contribution / active EE | $1,252 | $3,116-59.8% | $2,456-49.0% | $4,876-74.3% |
| Participant deferral / active EE | $3,955 | $4,195-5.7% | $3,547+11.5% | $5,439-27.3% |
| Admin fee / account holder | $256 | $8,948-97.1% | $5,417-95.3% | $10,885-97.6% |