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 | $43,947 | $47,944-8.3% | $67,834-35.2% | $62,891-30.1% |
| Participation rate | 12.5% | 61.1%-48.6pp | 68.8%-56.3pp | 69.3%-56.8pp |
| Annual return | 0.16% | 11.77%-11.6pp | 138.47%-138.3pp | 20.14%-20.0pp |
| Employer contribution / active EE | $382 | $1,562-75.5% | $2,403-84.1% | $2,281-83.2% |
| Participant deferral / active EE | $801 | $2,247-64.4% | $3,160-74.7% | $3,203-75.0% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |