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 | $43,491 | $57,065-23.8% | $75,670-42.5% | $70,131-38.0% |
| Participation rate | 64.7% | 68.1%-3.4pp | 72.3%-7.6pp | 69.5%-4.8pp |
| Annual return | 8.24% | 23.57%-15.3pp | 27.34%-19.1pp | 73.14%-64.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,790 | $2,580-30.6% | $3,142-43.1% | $3,332-46.3% |
| Admin fee / account holder | $116 | $3,825-97.0% | $5,800-98.0% | $4,645-97.5% |