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 | $10,017 | $35,183-71.5% | $73,545-86.4% | $70,131-85.7% |
| Participation rate | 50.0% | 42.9%+7.1pp | 54.9%-4.9pp | 69.5%-19.5pp |
| Annual return | 12.25% | 26.90%-14.7pp | -15.16%+27.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $907 | $709+28.0% | $1,219-25.6% | $2,342-61.3% |
| Participant deferral / active EE | $2,120 | $1,220+73.8% | $1,806+17.4% | $3,332-36.4% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |