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 8-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 | $12,577 | $52,380-76.0% | $98,755-87.3% | $85,850-85.4% |
| Participation rate | 58.0% | 58.0%0pp | 65.7%-7.8pp | 69.3%-11.4pp |
| Annual return | 6.01% | 25.82%-19.8pp | 49.91%-43.9pp | 318.53%-312.5pp |
| Employer contribution / active EE | $2,534 | $1,337+89.5% | $2,067+22.6% | $2,565-1.2% |
| Participant deferral / active EE | $0 | $2,101-100.0% | $3,035-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,865-100.0% | $4,076-100.0% | $6,260-100.0% |