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 | $70,494 | $56,897+23.9% | $84,750-16.8% | $62,891+12.1% |
| Participation rate | 27.6% | 68.5%-41.0pp | 76.6%-49.0pp | 69.3%-41.7pp |
| Annual return | -5.12% | 6.30%-11.4pp | 22.78%-27.9pp | 20.14%-25.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,134 | $2,709-21.2% | $3,712-42.5% | $3,203-33.4% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |