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 7-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 | $61,465 | $127,264-51.7% | $109,895-44.1% | $167,490-63.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 6.24% | 22.97%-16.7pp | 29.45%-23.2pp | 478.56%-472.3pp |
| Employer contribution / active EE | $1,453 | $3,322-56.3% | $2,842-48.9% | $4,837-70.0% |
| Participant deferral / active EE | $1,470 | $4,514-67.4% | $4,048-63.7% | $6,341-76.8% |
| Admin fee / account holder | $56 | $7,114-99.2% | $6,066-99.1% | $12,309-99.5% |