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 | $21,686 | $96,557-77.5% | $80,975-73.2% | $273,961-92.1% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 1.24% | 15.14%-13.9pp | 17.10%-15.9pp | 41.45%-40.2pp |
| Employer contribution / active EE | $2,804 | $4,868-42.4% | $3,714-24.5% | $4,869-42.4% |
| Participant deferral / active EE | $4,748 | $6,598-28.0% | $5,696-16.6% | $5,287-10.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |