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 | $41,982 | $135,952-69.1% | $123,892-66.1% | $273,961-84.7% |
| Participation rate | 21.7% | 84.1%-62.3pp | 81.4%-59.7pp | 83.0%-61.3pp |
| Annual return | 2.80% | 56.63%-53.8pp | 47.52%-44.7pp | 41.45%-38.7pp |
| Employer contribution / active EE | $1,263 | $5,170-75.6% | $4,617-72.6% | $4,869-74.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $134 | $9,817-98.6% | $8,357-98.4% | $10,132-98.7% |