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 | $17,603 | $45,035-60.9% | $62,995-72.1% | $70,131-74.9% |
| Participation rate | 51.6% | 69.5%-17.9pp | 74.8%-23.2pp | 69.5%-17.9pp |
| Annual return | 9.38% | 18.76%-9.4pp | 87.57%-78.2pp | 73.14%-63.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,127 | $2,465-54.3% | $3,329-66.1% | $3,332-66.2% |
| Admin fee / account holder | $176 | $2,834-93.8% | $3,600-95.1% | $4,645-96.2% |