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 | $44,713 | $61,660-27.5% | $80,019-44.1% | $64,186-30.3% |
| Participation rate | 43.1% | 71.7%-28.6pp | 75.8%-32.7pp | 69.6%-26.4pp |
| Annual return | -7.74% | -0.33%-7.4pp | 11.22%-19.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $916 | $1,810-49.4% | $2,468-62.9% | $2,381-61.5% |
| Participant deferral / active EE | $1,809 | $2,968-39.0% | $3,686-50.9% | $3,470-47.8% |
| Admin fee / account holder | $227 | $5,417-95.8% | $6,521-96.5% | $4,888-95.4% |