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 | $68,751 | $58,512+17.5% | $84,015-18.2% | $72,985-5.8% |
| Participation rate | 63.0% | 61.2%+1.7pp | 69.0%-6.0pp | 69.5%-6.5pp |
| Annual return | 12.58% | 28.93%-16.4pp | 71.31%-58.7pp | 81.00%-68.4pp |
| Employer contribution / active EE | $427 | $1,163-63.3% | $1,983-78.5% | $2,440-82.5% |
| Participant deferral / active EE | $1,173 | $2,394-51.0% | $3,239-63.8% | $3,607-67.5% |
| Admin fee / account holder | $280 | $4,569-93.9% | $6,101-95.4% | $5,124-94.5% |