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 | $21,658 | $45,438-52.3% | $80,004-72.9% | $59,632-63.7% |
| Participation rate | 40.0% | 63.7%-23.7pp | 73.0%-33.0pp | 68.7%-28.7pp |
| Annual return | -2.90% | 5.10%-8.0pp | 7.63%-10.5pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $518 | $1,236-58.1% | $2,473-79.1% | $2,203-76.5% |
| Participant deferral / active EE | $1,308 | $2,231-41.4% | $3,204-59.2% | $3,192-59.0% |
| Admin fee / account holder | $218 | $3,464-93.7% | $5,033-95.7% | $4,297-94.9% |