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 | $54,031 | $153,772-64.9% | $133,980-59.7% | $273,961-80.3% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.1%-17.8pp | 83.0%-13.8pp |
| Annual return | -2.63% | 36.51%-39.1pp | 29.30%-31.9pp | 41.45%-44.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,186 | $6,958-54.2% | $6,282-49.3% | $5,287-39.7% |
| Admin fee / account holder | $152 | $11,765-98.7% | $9,324-98.4% | $10,132-98.5% |