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 9-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 | $32,023 | $90,503-64.6% | $78,689-59.3% | $273,961-88.3% |
| Participation rate | 10.0% | 76.5%-66.5pp | 73.6%-63.6pp | 83.0%-73.0pp |
| Annual return | 1.26% | 75.60%-74.3pp | 62.18%-60.9pp | 41.45%-40.2pp |
| Employer contribution / active EE | $400 | $3,176-87.4% | $2,851-86.0% | $4,869-91.8% |
| Participant deferral / active EE | $1,500 | $3,901-61.6% | $3,517-57.3% | $5,287-71.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |