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 | $27,952 | $55,453-49.6% | $170,442-83.6% | $62,292-55.1% |
| Participation rate | 32.0% | 66.4%-34.3pp | 83.6%-51.6pp | 69.5%-37.5pp |
| Annual return | 10.15% | 21.38%-11.2pp | 205.93%-195.8pp | 28.90%-18.7pp |
| Employer contribution / active EE | $450 | $2,164-79.2% | $5,433-91.7% | $2,042-78.0% |
| Participant deferral / active EE | $1,198 | $2,303-48.0% | $4,939-75.7% | $3,169-62.2% |
| Admin fee / account holder | $109 | $455-76.1% | $13,880-99.2% | $479-77.3% |