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 | $45,714 | $95,193-52.0% | $76,523-40.3% | $135,375-66.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -10.44% | 4.85%-15.3pp | -0.27%-10.2pp | 519.73%-530.2pp |
| Employer contribution / active EE | $956 | $3,302-71.1% | $2,647-63.9% | $4,779-80.0% |
| Participant deferral / active EE | $3,400 | $4,639-26.7% | $3,835-11.4% | $5,609-39.4% |
| Admin fee / account holder | $270 | $6,249-95.7% | $4,848-94.4% | $10,827-97.5% |