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 | $102,587 | $124,281-17.5% | $109,143-6.0% | $167,490-38.8% |
| Participation rate | 43.8% | 79.4%-35.7pp | 75.9%-32.1pp | 82.1%-38.4pp |
| Annual return | 9.57% | 26.04%-16.5pp | 25.75%-16.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,844 | $5,255-64.9% | $4,653-60.4% | $6,341-70.9% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |