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 | $54,961 | $99,985-45.0% | $146,665-62.5% | $85,850-36.0% |
| Participation rate | 52.5% | 73.1%-20.6pp | 80.1%-27.6pp | 69.3%-16.8pp |
| Annual return | 10.17% | 18.93%-8.8pp | 22.74%-12.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,060 | $4,006-48.6% | $5,506-62.6% | $3,952-47.9% |
| Admin fee / account holder | $18 | $7,702-99.8% | $10,280-99.8% | $6,260-99.7% |