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 | $58,817 | $61,272-4.0% | $149,673-60.7% | $71,457-17.7% |
| Participation rate | 14.2% | 62.5%-48.3pp | 78.8%-64.6pp | 67.9%-53.7pp |
| Annual return | 10.02% | 35.85%-25.8pp | 134.42%-124.4pp | 28.85%-18.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $968 | $2,917-66.8% | $5,680-83.0% | $4,289-77.4% |
| Admin fee / account holder | $195 | $1,261-84.6% | $13,210-98.5% | $1,587-87.7% |