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 | $27,440 | $57,016-51.9% | $84,966-67.7% | $80,856-66.1% |
| Participation rate | 20.0% | 56.3%-36.3pp | 67.5%-47.5pp | 67.6%-47.6pp |
| Annual return | 0.38% | 21.66%-21.3pp | 66.38%-66.0pp | 35.59%-35.2pp |
| Employer contribution / active EE | $3,572 | $1,798+98.7% | $2,727+31.0% | $2,755+29.6% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |