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 | $29,663 | $53,127-44.2% | $86,590-65.7% | $70,131-57.7% |
| Participation rate | 32.0% | 65.3%-33.3pp | 73.5%-41.5pp | 69.5%-37.5pp |
| Annual return | 6.79% | 27.66%-20.9pp | 964.84%-958.0pp | 73.14%-66.3pp |
| Employer contribution / active EE | $449 | $2,068-78.3% | $2,839-84.2% | $2,342-80.8% |
| Participant deferral / active EE | $2,161 | $2,696-19.8% | $3,609-40.1% | $3,332-35.1% |
| Admin fee / account holder | $5 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |