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 | $28,868 | $84,233-65.7% | $170,442-83.1% | $70,131-58.8% |
| Participation rate | 47.9% | 70.8%-22.9pp | 83.6%-35.7pp | 69.5%-21.7pp |
| Annual return | 5.57% | 23.06%-17.5pp | 205.93%-200.4pp | 73.14%-67.6pp |
| Employer contribution / active EE | $821 | $3,387-75.8% | $5,433-84.9% | $2,342-64.9% |
| Participant deferral / active EE | $902 | $3,086-70.8% | $4,939-81.7% | $3,332-72.9% |
| Admin fee / account holder | $246 | $5,698-95.7% | $13,880-98.2% | $4,645-94.7% |