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 | $73,503 | $124,425-40.9% | $112,040-34.4% | $137,256-46.4% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 0.38% | 24.72%-24.3pp | 24.52%-24.1pp | 220.34%-220.0pp |
| Employer contribution / active EE | $1,239 | $3,411-63.7% | $2,954-58.0% | $4,156-70.2% |
| Participant deferral / active EE | $6,182 | $5,718+8.1% | $5,098+21.3% | $6,407-3.5% |
| Admin fee / account holder | $2 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |