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 | $22,120 | $69,518-68.2% | $59,878-63.1% | $135,375-83.7% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.7%-22.5pp | 82.6%-30.5pp |
| Annual return | -9.23% | 7.94%-17.2pp | 3.46%-12.7pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,189 | $3,235-63.2% | $2,722-56.3% | $4,779-75.1% |
| Participant deferral / active EE | $2,689 | $4,206-36.1% | $3,402-20.9% | $5,609-52.0% |
| Admin fee / account holder | $35 | $5,734-99.4% | $3,590-99.0% | $10,827-99.7% |