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 | $32,621 | $76,552-57.4% | $123,892-73.7% | $62,891-48.1% |
| Participation rate | 34.6% | 73.0%-38.4pp | 81.4%-46.8pp | 69.3%-34.7pp |
| Annual return | 5.69% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,894 | $2,883-34.3% | $4,617-59.0% | $2,281-17.0% |
| Participant deferral / active EE | $3,477 | $4,840-28.2% | $5,984-41.9% | $3,203+8.6% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |