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 | $25,936 | $41,854-38.0% | $73,843-64.9% | $52,331-50.4% |
| Participation rate | 24.1% | 66.2%-42.1pp | 73.4%-49.3pp | 68.1%-44.0pp |
| Annual return | -2.92% | 2.11%-5.0pp | 2267.84%-2270.8pp | 4.54%-7.5pp |
| Employer contribution / active EE | $580 | $1,920-69.8% | $2,787-79.2% | $1,882-69.2% |
| Participant deferral / active EE | $818 | $2,498-67.3% | $3,583-77.2% | $3,022-72.9% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |