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 | $37,722 | $93,071-59.5% | $74,583-49.4% | $273,961-86.2% |
| Participation rate | 25.0% | 74.9%-49.9pp | 68.1%-43.1pp | 83.0%-58.0pp |
| Annual return | 1.32% | 26.18%-24.9pp | 20.47%-19.1pp | 41.45%-40.1pp |
| Employer contribution / active EE | $2,545 | $3,160-19.4% | $2,525+0.8% | $4,869-47.7% |
| Participant deferral / active EE | $2,813 | $4,160-32.4% | $3,458-18.7% | $5,287-46.8% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |