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 | $45,427 | $181,894-75.0% | $156,549-71.0% | $273,961-83.4% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 0.50% | 30.74%-30.2pp | 32.23%-31.7pp | 41.45%-41.0pp |
| Employer contribution / active EE | $1,356 | $6,248-78.3% | $5,501-75.3% | $4,869-72.1% |
| Participant deferral / active EE | $5,455 | $5,550-1.7% | $4,871+12.0% | $5,287+3.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |