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 | $59,710 | $165,335-63.9% | $149,696-60.1% | $158,922-62.4% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | -0.60% | 348.15%-348.7pp | 276.60%-277.2pp | 302.83%-303.4pp |
| Employer contribution / active EE | $992 | $5,103-80.6% | $4,644-78.6% | $4,761-79.2% |
| Participant deferral / active EE | $4,602 | $7,181-35.9% | $6,842-32.7% | $5,982-23.1% |
| Admin fee / account holder | -$778 | $10,807-107.2% | $9,309-108.4% | $11,246-106.9% |