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 | $49,454 | $90,503-45.4% | $78,689-37.2% | $273,961-81.9% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | -1.65% | 75.60%-77.3pp | 62.18%-63.8pp | 41.45%-43.1pp |
| Employer contribution / active EE | $1,710 | $3,176-46.1% | $2,851-40.0% | $4,869-64.9% |
| Participant deferral / active EE | $855 | $3,901-78.1% | $3,517-75.7% | $5,287-83.8% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |