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 5-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 | $19,222 | $90,503-78.8% | $78,689-75.6% | $273,961-93.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 0.33% | 75.60%-75.3pp | 62.18%-61.8pp | 41.45%-41.1pp |
| Employer contribution / active EE | $3,120 | $3,176-1.8% | $2,851+9.5% | $4,869-35.9% |
| Participant deferral / active EE | $3,120 | $3,901-20.0% | $3,517-11.3% | $5,287-41.0% |
| Admin fee / account holder | $13 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |