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 | $50,430 | $76,552-34.1% | $123,892-59.3% | $62,891-19.8% |
| Participation rate | 58.9% | 73.0%-14.1pp | 81.4%-22.5pp | 69.3%-10.4pp |
| Annual return | -1.34% | 18.68%-20.0pp | 47.52%-48.9pp | 20.14%-21.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,954 | $4,840-39.0% | $5,984-50.6% | $3,203-7.8% |
| Admin fee / account holder | $68 | $4,826-98.6% | $8,357-99.2% | $4,296-98.4% |