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 | $31,867 | $153,311-79.2% | $109,313-70.8% | $273,961-88.4% |
| Participation rate | 33.3% | 80.1%-46.8pp | 71.3%-37.9pp | 83.0%-49.7pp |
| Annual return | -3.47% | 29.86%-33.3pp | 22.07%-25.5pp | 41.45%-44.9pp |
| Employer contribution / active EE | $300 | $5,619-94.7% | $3,892-92.3% | $4,869-93.8% |
| Participant deferral / active EE | $600 | $3,932-84.7% | $3,166-81.1% | $5,287-88.7% |
| Admin fee / account holder | $50 | $8,076-99.4% | $5,666-99.1% | $10,132-99.5% |