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 | $41,302 | $65,395-36.8% | $182,532-77.4% | $72,985-43.4% |
| Participation rate | 65.4% | 65.4%-0.1pp | 78.0%-12.6pp | 69.5%-4.1pp |
| Annual return | 14.18% | 27.68%-13.5pp | 148.54%-134.4pp | 81.00%-66.8pp |
| Employer contribution / active EE | $2,209 | $1,911+15.6% | $4,076-45.8% | $2,440-9.5% |
| Participant deferral / active EE | $2,863 | $3,563-19.6% | $5,524-48.2% | $3,607-20.6% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |