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 | $23,585 | $50,958-53.7% | $74,550-68.4% | $64,186-63.3% |
| Participation rate | 26.9% | 61.1%-34.1pp | 69.1%-42.2pp | 69.6%-42.6pp |
| Annual return | -9.49% | -1.86%-7.6pp | 32.53%-42.0pp | 7.63%-17.1pp |
| Employer contribution / active EE | $495 | $1,115-55.7% | $1,961-74.8% | $2,381-79.2% |
| Participant deferral / active EE | $1,897 | $2,301-17.6% | $3,108-39.0% | $3,470-45.3% |
| Admin fee / account holder | $287 | $4,223-93.2% | $5,060-94.3% | $4,888-94.1% |