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 | $86,318 | $91,552-5.7% | $133,956-35.6% | $79,858+8.1% |
| Participation rate | 58.5% | 73.3%-14.9pp | 79.8%-21.4pp | 69.6%-11.2pp |
| Annual return | 0.59% | 61.85%-61.3pp | 45.09%-44.5pp | 31.71%-31.1pp |
| Employer contribution / active EE | $1,728 | $2,384-27.5% | $3,919-55.9% | $2,471-30.1% |
| Participant deferral / active EE | $3,671 | $3,733-1.7% | $5,048-27.3% | $3,740-1.8% |
| Admin fee / account holder | $209 | $6,321-96.7% | $8,927-97.7% | $5,306-96.1% |