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 | $27,933 | $58,828-52.5% | $77,999-64.2% | $62,891-55.6% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | -0.56% | 17.16%-17.7pp | 425.96%-426.5pp | 20.14%-20.7pp |
| Employer contribution / active EE | $327 | $1,672-80.4% | $2,470-86.8% | $2,281-85.7% |
| Participant deferral / active EE | $2,871 | $2,686+6.9% | $3,497-17.9% | $3,203-10.4% |
| Admin fee / account holder | $269 | $4,393-93.9% | $5,480-95.1% | $4,296-93.7% |