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 | $43,299 | $53,777-19.5% | $134,143-67.7% | $79,858-45.8% |
| Participation rate | 68.0% | 58.8%+9.2pp | 72.2%-4.2pp | 69.6%-1.6pp |
| Annual return | 2.40% | 19.01%-16.6pp | 36.33%-33.9pp | 31.71%-29.3pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,185 | $2,420+31.6% | $3,499-9.0% | $3,740-14.8% |
| Admin fee / account holder | $36 | $3,984-99.1% | $6,684-99.5% | $5,306-99.3% |