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 | $54,400 | $74,927-27.4% | $101,794-46.6% | $84,808-35.9% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 1.10% | 18.70%-17.6pp | 30.53%-29.4pp | 40.90%-39.8pp |
| Employer contribution / active EE | $1,992 | $1,522+30.9% | $2,289-13.0% | $2,631-24.3% |
| Participant deferral / active EE | $4,678 | $3,099+51.0% | $4,084+14.6% | $4,212+11.1% |
| Admin fee / account holder | $47 | $6,514-99.3% | $8,777-99.5% | $7,344-99.4% |