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 | $53,923 | $52,580+2.6% | $71,671-24.8% | $70,131-23.1% |
| Participation rate | 18.6% | 60.9%-42.3pp | 68.7%-50.2pp | 69.5%-51.0pp |
| Annual return | 6.10% | 20.25%-14.1pp | 20.65%-14.5pp | 73.14%-67.0pp |
| Employer contribution / active EE | $462 | $1,616-71.4% | $2,460-81.2% | $2,342-80.3% |
| Participant deferral / active EE | $1,320 | $2,386-44.7% | $3,438-61.6% | $3,332-60.4% |
| Admin fee / account holder | $53 | $3,653-98.6% | $5,558-99.1% | $4,645-98.9% |