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 | $10,738 | $39,122-72.6% | $57,179-81.2% | $62,891-82.9% |
| Participation rate | 43.9% | 70.5%-26.6pp | 75.3%-31.4pp | 69.3%-25.4pp |
| Annual return | 0.69% | 9.23%-8.5pp | 14.59%-13.9pp | 20.14%-19.4pp |
| Employer contribution / active EE | $629 | $1,874-66.4% | $2,682-76.5% | $2,281-72.4% |
| Participant deferral / active EE | $802 | $2,374-66.2% | $3,096-74.1% | $3,203-75.0% |
| Admin fee / account holder | $65 | $2,592-97.5% | $3,139-97.9% | $4,296-98.5% |