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 | $50,624 | $46,869+8.0% | $122,332-58.6% | $70,131-27.8% |
| Participation rate | 21.6% | 58.2%-36.6pp | 71.6%-50.1pp | 69.5%-48.0pp |
| Annual return | 12.32% | 24.22%-11.9pp | 30.27%-18.0pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,386 | $2,166-36.0% | $3,287-57.8% | $3,332-58.4% |
| Admin fee / account holder | $262 | $3,322-92.1% | $5,478-95.2% | $4,645-94.3% |