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 | $36,120 | $159,602-77.4% | $150,045-75.9% | $142,382-74.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.3%-44.8pp | 80.1%-42.6pp |
| Annual return | 11.72% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,975 | $8,310-52.2% | $7,997-50.3% | $6,507-38.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |