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 | $25,185 | $77,813-67.6% | $123,544-79.6% | $64,186-60.8% |
| Participation rate | 29.0% | 74.7%-45.7pp | 82.3%-53.3pp | 69.6%-40.5pp |
| Annual return | -10.62% | 12.48%-23.1pp | 119.20%-129.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,294 | $5,240-18.0% | $6,426-33.2% | $3,470+23.8% |
| Admin fee / account holder | $147 | $5,519-97.3% | $9,284-98.4% | $4,888-97.0% |