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 | $17,447 | $45,863-62.0% | $77,024-77.3% | $68,494-74.5% |
| Participation rate | 46.2% | 55.9%-9.8pp | 67.9%-21.8pp | 67.9%-21.7pp |
| Annual return | -22.46% | 1.72%-24.2pp | 42.32%-64.8pp | -7.84%-14.6pp |
| Employer contribution / active EE | $947 | $1,650-42.6% | $2,812-66.3% | $2,596-63.5% |
| Participant deferral / active EE | $2,022 | $2,962-31.8% | $4,426-54.3% | $4,027-49.8% |
| Admin fee / account holder | $19 | $3,041-99.4% | $5,425-99.6% | $5,403-99.6% |