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 | $36,825 | $232,540-84.2% | $185,117-80.1% | $147,584-75.0% |
| Participation rate | 41.7% | 82.4%-40.7pp | 77.3%-35.6pp | 82.8%-41.2pp |
| Annual return | 5.57% | 43.03%-37.5pp | 40.50%-34.9pp | 578.55%-573.0pp |
| Employer contribution / active EE | $953 | $5,195-81.7% | $4,182-77.2% | $4,876-80.5% |
| Participant deferral / active EE | $3,942 | $5,834-32.4% | $5,045-21.9% | $5,439-27.5% |
| Admin fee / account holder | $282 | $10,275-97.3% | $8,159-96.5% | $10,885-97.4% |