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 | $34,749 | $99,652-65.1% | $78,778-55.9% | $147,584-76.5% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 0.28% | 47.28%-47.0pp | 35.62%-35.3pp | 578.55%-578.3pp |
| Employer contribution / active EE | $847 | $2,796-69.7% | $1,986-57.4% | $4,876-82.6% |
| Participant deferral / active EE | $1,058 | $3,664-71.1% | $2,958-64.2% | $5,439-80.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |