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 7-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 | $24,973 | $57,057-56.2% | $85,009-70.6% | $80,874-69.1% |
| Participation rate | 19.0% | 56.4%-37.3pp | 67.5%-48.5pp | 67.6%-48.6pp |
| Annual return | 9.56% | 21.66%-12.1pp | 66.47%-56.9pp | 35.62%-26.1pp |
| Employer contribution / active EE | $523 | $1,799-70.9% | $2,728-80.8% | $2,756-81.0% |
| Participant deferral / active EE | $1,046 | $3,112-66.4% | $4,522-76.9% | $4,297-75.6% |
| Admin fee / account holder | $58 | $4,986-98.8% | $6,153-99.1% | $6,935-99.2% |