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 9-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 | $23,706 | $65,685-63.9% | $57,179-58.5% | $273,961-91.3% |
| Participation rate | 33.3% | 78.3%-45.0pp | 75.3%-42.0pp | 83.0%-49.7pp |
| Annual return | 0.02% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.4pp |
| Employer contribution / active EE | $764 | $3,279-76.7% | $2,682-71.5% | $4,869-84.3% |
| Participant deferral / active EE | $907 | $3,782-76.0% | $3,096-70.7% | $5,287-82.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |