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 | $73,650 | $65,041+13.2% | $90,951-19.0% | $79,858-7.8% |
| Participation rate | 32.9% | 61.6%-28.7pp | 69.0%-36.1pp | 69.6%-36.7pp |
| Annual return | 2.80% | 30.45%-27.6pp | 134.60%-131.8pp | 31.71%-28.9pp |
| Employer contribution / active EE | $881 | $1,247-29.4% | $2,122-58.5% | $2,471-64.4% |
| Participant deferral / active EE | $1,461 | $2,512-41.8% | $3,373-56.7% | $3,740-60.9% |
| Admin fee / account holder | $179 | $4,536-96.1% | $5,959-97.0% | $5,306-96.6% |