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 | $49,488 | $48,364+2.3% | $71,796-31.1% | $62,891-21.3% |
| Participation rate | 36.0% | 60.6%-24.6pp | 69.1%-33.1pp | 69.3%-33.3pp |
| Annual return | 2.53% | 13.16%-10.6pp | 78.04%-75.5pp | 20.14%-17.6pp |
| Employer contribution / active EE | $722 | $1,042-30.7% | $1,924-62.5% | $2,281-68.3% |
| Participant deferral / active EE | $1,716 | $2,091-18.0% | $2,794-38.6% | $3,203-46.4% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |