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 4-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 | $56,769 | $109,881-48.3% | $150,045-62.2% | $84,808-33.1% |
| Participation rate | 4.0% | 76.1%-72.1pp | 82.3%-78.3pp | 68.3%-64.3pp |
| Annual return | 9.72% | 28.25%-18.5pp | 62.55%-52.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $243 | $8,568-97.2% | $13,435-98.2% | $7,344-96.7% |