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 | $53,624 | $56,110-4.4% | $94,993-43.5% | $70,131-23.5% |
| Participation rate | 36.0% | 65.0%-29.0pp | 73.9%-37.9pp | 69.5%-33.5pp |
| Annual return | 12.02% | 51.02%-39.0pp | 27.12%-15.1pp | 73.14%-61.1pp |
| Employer contribution / active EE | $664 | $1,442-54.0% | $2,603-74.5% | $2,342-71.7% |
| Participant deferral / active EE | $2,332 | $2,391-2.5% | $3,317-29.7% | $3,332-30.0% |
| Admin fee / account holder | $83 | $3,456-97.6% | $4,960-98.3% | $4,645-98.2% |