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 | $42,615 | $48,364-11.9% | $71,796-40.6% | $62,891-32.2% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 2.16% | 13.16%-11.0pp | 78.04%-75.9pp | 20.14%-18.0pp |
| Employer contribution / active EE | $371 | $1,042-64.4% | $1,924-80.7% | $2,281-83.7% |
| Participant deferral / active EE | $2,119 | $2,091+1.3% | $2,794-24.2% | $3,203-33.9% |
| Admin fee / account holder | $100 | $3,771-97.4% | $4,815-97.9% | $4,296-97.7% |