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 | $77,209 | $106,890-27.8% | $84,015-8.1% | $152,861-49.5% |
| Participation rate | 21.4% | 75.2%-53.8pp | 69.0%-47.6pp | 82.4%-61.0pp |
| Annual return | 2.10% | 104.99%-102.9pp | 71.31%-69.2pp | 345.32%-343.2pp |
| Employer contribution / active EE | $431 | $2,734-84.2% | $1,983-78.3% | $4,762-91.0% |
| Participant deferral / active EE | $1,077 | $4,011-73.1% | $3,239-66.7% | $5,850-81.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |