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 3-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 | $49,350 | $59,839-17.5% | $81,983-39.8% | $79,858-38.2% |
| Participation rate | 36.6% | 61.6%-25.0pp | 69.2%-32.7pp | 69.6%-33.0pp |
| Annual return | 5.89% | 17.56%-11.7pp | 41.31%-35.4pp | 31.71%-25.8pp |
| Employer contribution / active EE | $717 | $1,713-58.2% | $2,498-71.3% | $2,471-71.0% |
| Participant deferral / active EE | $1,430 | $2,695-47.0% | $3,722-61.6% | $3,740-61.8% |
| Admin fee / account holder | $50 | $4,287-98.8% | $5,664-99.1% | $5,306-99.1% |