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 | $28,955 | $43,075-32.8% | $74,583-61.2% | $62,891-54.0% |
| Participation rate | 62.9% | 58.1%+4.8pp | 68.1%-5.3pp | 69.3%-6.4pp |
| Annual return | 2.18% | 17.50%-15.3pp | 20.47%-18.3pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,451 | $2,389-39.3% | $3,458-58.1% | $3,203-54.7% |
| Admin fee / account holder | $270 | $2,840-90.5% | $4,138-93.5% | $4,296-93.7% |