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 | $33,195 | $149,734-77.8% | $118,925-72.1% | $158,922-79.1% |
| Participation rate | 25.0% | 82.1%-57.1pp | 75.4%-50.4pp | 82.0%-57.0pp |
| Annual return | 4.56% | 19.95%-15.4pp | 35.88%-31.3pp | 302.83%-298.3pp |
| Employer contribution / active EE | $2,089 | $4,115-49.2% | $3,263-36.0% | $4,761-56.1% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $141 | $8,603-98.4% | $6,581-97.9% | $11,246-98.8% |