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 | $54,126 | $93,024-41.8% | $77,024-29.7% | $134,475-59.8% |
| Participation rate | 17.6% | 74.5%-56.8pp | 67.9%-50.3pp | 81.2%-63.6pp |
| Annual return | -26.80% | 62.60%-89.4pp | 42.32%-69.1pp | 417.96%-444.8pp |
| Employer contribution / active EE | $573 | $3,418-83.2% | $2,812-79.6% | $4,740-87.9% |
| Participant deferral / active EE | $2,401 | $5,238-54.2% | $4,426-45.8% | $6,400-62.5% |
| Admin fee / account holder | $18 | $6,944-99.7% | $5,425-99.7% | $11,426-99.8% |