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 | $66,963 | $106,115-36.9% | $85,969-22.1% | $125,391-46.6% |
| Participation rate | 37.5% | 84.1%-46.6pp | 76.5%-39.0pp | 83.2%-45.7pp |
| Annual return | -5.00% | 13.93%-18.9pp | 9.32%-14.3pp | 282.22%-287.2pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $18 | $8,144-99.8% | $6,053-99.7% | $9,540-99.8% |