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 | $21,992 | $57,541-61.8% | $95,745-77.0% | $75,163-70.7% |
| Participation rate | 46.7% | 62.5%-15.8pp | 72.3%-25.6pp | 67.2%-20.5pp |
| Annual return | 12.49% | 34.93%-22.4pp | 28.35%-15.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,096 | $3,074-64.3% | $4,245-74.2% | $4,125-73.4% |
| Admin fee / account holder | $62 | $4,099-98.5% | $5,678-98.9% | $5,651-98.9% |