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 | $59,267 | $111,814-47.0% | $103,374-42.7% | $145,959-59.4% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.5%-52.3pp | 80.3%-58.1pp |
| Annual return | 8.82% | 24.77%-16.0pp | 24.89%-16.1pp | 561.95%-553.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,939 | $5,618-65.5% | $5,058-61.7% | $6,689-71.0% |
| Admin fee / account holder | $104 | $9,754-98.9% | $8,394-98.8% | $13,398-99.2% |