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 | $18,787 | $107,791-82.6% | $90,645-79.3% | $135,375-86.1% |
| Participation rate | 16.7% | 78.0%-61.4pp | 74.0%-57.4pp | 82.6%-66.0pp |
| Annual return | -11.51% | -0.90%-10.6pp | 1.88%-13.4pp | 519.73%-531.2pp |
| Employer contribution / active EE | $174 | $3,018-94.2% | $2,532-93.1% | $4,779-96.4% |
| Participant deferral / active EE | $870 | $3,872-77.5% | $3,425-74.6% | $5,609-84.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |