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 | $23,253 | $101,069-77.0% | $81,478-71.5% | $147,584-84.2% |
| Participation rate | 54.5% | 74.5%-19.9pp | 68.0%-13.4pp | 82.8%-28.3pp |
| Annual return | 3.44% | 32.40%-29.0pp | 38.78%-35.3pp | 578.55%-575.1pp |
| Employer contribution / active EE | $269 | $3,205-91.6% | $2,568-89.5% | $4,876-94.5% |
| Participant deferral / active EE | $564 | $4,242-86.7% | $3,537-84.1% | $5,439-89.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |