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 | $39,671 | $135,952-70.8% | $123,892-68.0% | $273,961-85.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 0.54% | 56.63%-56.1pp | 47.52%-47.0pp | 41.45%-40.9pp |
| Employer contribution / active EE | $2,670 | $5,170-48.3% | $4,617-42.2% | $4,869-45.2% |
| Participant deferral / active EE | $3,445 | $6,343-45.7% | $5,984-42.4% | $5,287-34.9% |
| Admin fee / account holder | -$12 | $9,817-100.1% | $8,357-100.1% | $10,132-100.1% |