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 | $50,176 | $99,652-49.6% | $78,778-36.3% | $147,584-66.0% |
| Participation rate | 68.2% | 76.2%-8.0pp | 69.2%-1.0pp | 82.8%-14.6pp |
| Annual return | 6.22% | 47.28%-41.1pp | 35.62%-29.4pp | 578.55%-572.3pp |
| Employer contribution / active EE | $1,122 | $2,796-59.9% | $1,986-43.5% | $4,876-77.0% |
| Participant deferral / active EE | $2,087 | $3,664-43.0% | $2,958-29.4% | $5,439-61.6% |
| Admin fee / account holder | $17 | $7,155-99.8% | $5,134-99.7% | $10,885-99.8% |