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 | $39,402 | $80,968-51.3% | $96,544-59.2% | $75,163-47.6% |
| Participation rate | 37.0% | 71.8%-34.8pp | 76.0%-39.0pp | 67.2%-30.2pp |
| Annual return | 11.81% | 27.06%-15.3pp | 25.84%-14.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,055 | $2,282-53.7% | $2,965-64.4% | $2,670-60.5% |
| Participant deferral / active EE | $1,841 | $3,928-53.1% | $4,851-62.1% | $4,125-55.4% |
| Admin fee / account holder | $170 | $6,724-97.5% | $8,252-97.9% | $5,651-97.0% |