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 | $56,332 | $54,541+3.3% | $78,778-28.5% | $70,131-19.7% |
| Participation rate | 29.6% | 60.8%-31.2pp | 69.2%-39.6pp | 69.5%-39.9pp |
| Annual return | 11.72% | 21.07%-9.4pp | 35.62%-23.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,664 | $2,210-24.7% | $2,958-43.7% | $3,332-50.1% |
| Admin fee / account holder | $8 | $3,709-99.8% | $5,134-99.9% | $4,645-99.8% |