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 | $35,121 | $112,881-68.9% | $90,951-61.4% | $158,922-77.9% |
| Participation rate | 55.0% | 74.7%-19.7pp | 69.0%-14.0pp | 82.0%-27.0pp |
| Annual return | 0.92% | 215.79%-214.9pp | 134.60%-133.7pp | 302.83%-301.9pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,236 | $4,128-70.1% | $3,373-63.4% | $5,982-79.3% |
| Admin fee / account holder | $268 | $8,041-96.7% | $5,959-95.5% | $11,246-97.6% |