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 | $20,834 | $44,960-53.7% | $84,966-75.5% | $74,495-72.0% |
| Participation rate | 26.0% | 49.4%-23.4pp | 67.5%-41.5pp | 67.2%-41.2pp |
| Annual return | 11.03% | 26.24%-15.2pp | 66.38%-55.4pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $285 | $1,457-80.4% | $2,727-89.5% | $2,623-89.1% |
| Participant deferral / active EE | $968 | $2,731-64.5% | $4,519-78.6% | $4,346-77.7% |
| Admin fee / account holder | $69 | $2,209-96.9% | $6,149-98.9% | $1,942-96.5% |