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 | $19,590 | $52,681-62.8% | $75,781-74.1% | $59,632-67.1% |
| Participation rate | 30.3% | 67.2%-36.9pp | 75.8%-45.5pp | 68.7%-38.4pp |
| Annual return | -5.63% | 2.95%-8.6pp | 9.68%-15.3pp | 2041.28%-2046.9pp |
| Employer contribution / active EE | $389 | $2,193-82.3% | $3,323-88.3% | $2,203-82.4% |
| Participant deferral / active EE | $1,870 | $2,591-27.8% | $3,651-48.8% | $3,192-41.4% |
| Admin fee / account holder | $15 | $3,610-99.6% | $5,299-99.7% | $4,297-99.7% |