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 | $15,646 | $40,256-61.1% | $57,343-72.7% | $59,632-73.8% |
| Participation rate | 59.5% | 69.2%-9.7pp | 75.1%-15.6pp | 68.7%-9.1pp |
| Annual return | -3.04% | 27.49%-30.5pp | 24.39%-27.4pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $819 | $1,922-57.4% | $2,689-69.5% | $2,203-62.8% |
| Participant deferral / active EE | $1,149 | $2,399-52.1% | $3,162-63.7% | $3,192-64.0% |
| Admin fee / account holder | $258 | $2,818-90.8% | $3,356-92.3% | $4,297-94.0% |