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 | $46,097 | $77,813-40.8% | $123,544-62.7% | $64,186-28.2% |
| Participation rate | 46.9% | 74.7%-27.8pp | 82.3%-35.4pp | 69.6%-22.7pp |
| Annual return | -8.53% | 12.48%-21.0pp | 119.20%-127.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,082 | $5,240-41.2% | $6,426-52.0% | $3,470-11.2% |
| Admin fee / account holder | $278 | $5,519-95.0% | $9,284-97.0% | $4,888-94.3% |