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 | $29,487 | $48,076-38.7% | $78,689-62.5% | $62,891-53.1% |
| Participation rate | 20.0% | 65.2%-45.2pp | 73.6%-53.6pp | 69.3%-49.3pp |
| Annual return | 0.79% | 31.35%-30.6pp | 62.18%-61.4pp | 20.14%-19.4pp |
| Employer contribution / active EE | $235 | $2,015-88.3% | $2,851-91.8% | $2,281-89.7% |
| Participant deferral / active EE | $1,850 | $2,588-28.5% | $3,517-47.4% | $3,203-42.2% |
| Admin fee / account holder | $97 | $3,207-97.0% | $4,510-97.9% | $4,296-97.8% |