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 | $48,993 | $54,705-10.4% | $71,209-31.2% | $84,808-42.2% |
| Participation rate | 56.9% | 64.1%-7.1pp | 73.8%-16.8pp | 68.3%-11.4pp |
| Annual return | 12.94% | 35.90%-23.0pp | 282.51%-269.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $677 | $2,158-68.6% | $2,721-75.1% | $2,631-74.3% |
| Participant deferral / active EE | $1,869 | $3,030-38.3% | $4,175-55.2% | $4,212-55.6% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |