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 | $51,789 | $135,952-61.9% | $123,892-58.2% | $273,961-81.1% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 1.51% | 56.63%-55.1pp | 47.52%-46.0pp | 41.45%-39.9pp |
| Employer contribution / active EE | $837 | $5,170-83.8% | $4,617-81.9% | $4,869-82.8% |
| Participant deferral / active EE | $3,269 | $6,343-48.5% | $5,984-45.4% | $5,287-38.2% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |