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 | $44,744 | $101,618-56.0% | $93,063-51.9% | $137,256-67.4% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 9.83% | 223.95%-214.1pp | 34.15%-24.3pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $684 | $4,279-84.0% | $3,958-82.7% | $6,407-89.3% |
| Admin fee / account holder | $109 | $6,198-98.2% | $6,033-98.2% | $12,270-99.1% |