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 | $30,059 | $85,202-64.7% | $172,739-82.6% | $72,985-58.8% |
| Participation rate | 60.5% | 70.1%-9.5pp | 82.6%-22.1pp | 69.5%-9.0pp |
| Annual return | 5.09% | 27.32%-22.2pp | 802.84%-797.7pp | 81.00%-75.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,685 | $3,260-17.7% | $5,198-48.3% | $3,607-25.6% |
| Admin fee / account holder | $26 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |