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 | $91,722 | $118,849-22.8% | $96,562-5.0% | $167,490-45.2% |
| Participation rate | 18.2% | 75.5%-57.3pp | 69.8%-51.6pp | 82.1%-63.9pp |
| Annual return | 0.27% | 50.49%-50.2pp | 37.78%-37.5pp | 478.56%-478.3pp |
| Employer contribution / active EE | $544 | $3,120-82.6% | $2,356-76.9% | $4,837-88.8% |
| Participant deferral / active EE | $1,359 | $4,616-70.5% | $3,849-64.7% | $6,341-78.6% |
| Admin fee / account holder | $40 | $8,065-99.5% | $6,181-99.4% | $12,309-99.7% |