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 | $47,759 | $65,365-26.9% | $92,893-48.6% | $72,985-34.6% |
| Participation rate | 18.4% | 68.3%-49.9pp | 76.0%-57.6pp | 69.5%-51.1pp |
| Annual return | 12.17% | 42.10%-29.9pp | 109.41%-97.2pp | 81.00%-68.8pp |
| Employer contribution / active EE | $2,659 | $2,594+2.5% | $3,653-27.2% | $2,440+9.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $224 | $4,251-94.7% | $5,794-96.1% | $5,124-95.6% |