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 | $77,114 | $140,940-45.3% | $112,229-31.3% | $139,434-44.7% |
| Participation rate | 14.3% | 79.2%-64.9pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 0.58% | 32.71%-32.1pp | 30.20%-29.6pp | 372.94%-372.4pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |