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 | $43,376 | $102,966-57.9% | $90,281-52.0% | $152,861-71.6% |
| Participation rate | 4.5% | 75.9%-71.3pp | 73.3%-68.7pp | 82.4%-77.9pp |
| Annual return | 1.18% | 95.16%-94.0pp | 78.10%-76.9pp | 345.32%-344.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $15 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |