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 | $140,611 | $153,311-8.3% | $109,313+28.6% | $273,961-48.7% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | -5.75% | 29.86%-35.6pp | 22.07%-27.8pp | 41.45%-47.2pp |
| Employer contribution / active EE | $363 | $5,619-93.5% | $3,892-90.7% | $4,869-92.6% |
| Participant deferral / active EE | $363 | $3,932-90.8% | $3,166-88.5% | $5,287-93.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |