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 | $81,624 | $78,705+3.7% | $117,854-30.7% | $70,131+16.4% |
| Participation rate | 62.5% | 73.2%-10.7pp | 79.7%-17.2pp | 69.5%-7.0pp |
| Annual return | 10.10% | 23.30%-13.2pp | 335.08%-325.0pp | 73.14%-63.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,292 | $3,297-30.5% | $4,482-48.9% | $3,332-31.2% |
| Admin fee / account holder | $206 | $5,065-95.9% | $8,020-97.4% | $4,645-95.6% |