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 | $48,240 | $99,341-51.4% | $84,750-43.1% | $273,961-82.4% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | -0.75% | 22.93%-23.7pp | 22.78%-23.5pp | 41.45%-42.2pp |
| Employer contribution / active EE | $1,506 | $4,214-64.3% | $3,574-57.9% | $4,869-69.1% |
| Participant deferral / active EE | $4,586 | $4,269+7.4% | $3,712+23.6% | $5,287-13.3% |
| Admin fee / account holder | $31 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |