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 | $63,116 | $91,037-30.7% | $71,671-11.9% | $147,584-57.2% |
| Participation rate | 30.0% | 76.1%-46.1pp | 68.7%-38.7pp | 82.8%-52.8pp |
| Annual return | 1.23% | 20.48%-19.2pp | 20.65%-19.4pp | 578.55%-577.3pp |
| Employer contribution / active EE | $1,115 | $3,327-66.5% | $2,460-54.7% | $4,876-77.1% |
| Participant deferral / active EE | $4,835 | $4,498+7.5% | $3,438+40.6% | $5,439-11.1% |
| Admin fee / account holder | $23 | $8,613-99.7% | $5,558-99.6% | $10,885-99.8% |