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 | $49,920 | $95,803-47.9% | $113,168-55.9% | $84,808-41.1% |
| Participation rate | 65.4% | 72.9%-7.5pp | 76.6%-11.2pp | 68.3%-2.9pp |
| Annual return | 10.00% | 25.00%-15.0pp | 24.27%-14.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,525 | $2,360+7.0% | $2,975-15.1% | $2,631-4.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |