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 | $48,171 | $48,364-0.4% | $71,796-32.9% | $62,891-23.4% |
| Participation rate | 20.5% | 60.6%-40.1pp | 69.1%-48.6pp | 69.3%-48.8pp |
| Annual return | 0.76% | 13.16%-12.4pp | 78.04%-77.3pp | 20.14%-19.4pp |
| Employer contribution / active EE | $322 | $1,042-69.1% | $1,924-83.3% | $2,281-85.9% |
| Participant deferral / active EE | $1,174 | $2,091-43.8% | $2,794-58.0% | $3,203-63.3% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |