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 | $27,812 | $88,707-68.6% | $74,183-62.5% | $273,961-89.8% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 2.10% | 11.94%-9.8pp | 17.74%-15.6pp | 41.45%-39.4pp |
| Employer contribution / active EE | $709 | $3,159-77.6% | $2,370-70.1% | $4,869-85.4% |
| Participant deferral / active EE | $1,838 | $4,212-56.4% | $3,550-48.2% | $5,287-65.2% |
| Admin fee / account holder | $3 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |