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 9-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 | $15,790 | $55,706-71.7% | $75,886-79.2% | $72,985-78.4% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.3%-29.9pp | 69.5%-30.1pp |
| Annual return | 5.94% | 27.59%-21.7pp | 30.76%-24.8pp | 81.00%-75.1pp |
| Employer contribution / active EE | $649 | $1,687-61.5% | $2,500-74.1% | $2,440-73.4% |
| Participant deferral / active EE | $1,696 | $2,634-35.6% | $3,603-52.9% | $3,607-53.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |