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 | $36,848 | $77,899-52.7% | $149,673-75.4% | $75,163-51.0% |
| Participation rate | 47.1% | 65.6%-18.5pp | 78.8%-31.7pp | 67.2%-20.1pp |
| Annual return | 10.28% | 31.72%-21.4pp | 134.42%-124.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,625 | $3,411-52.4% | $5,680-71.4% | $4,125-60.6% |
| Admin fee / account holder | $171 | $5,956-97.1% | $13,210-98.7% | $5,651-97.0% |