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 | $22,347 | $91,190-75.5% | $178,490-87.5% | $79,858-72.0% |
| Participation rate | 39.7% | 69.2%-29.5pp | 81.9%-42.2pp | 69.6%-30.0pp |
| Annual return | 7.63% | 24.19%-16.6pp | 151.07%-143.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $645 | $3,256-80.2% | $5,011-87.1% | $2,471-73.9% |
| Participant deferral / active EE | $1,198 | $3,236-63.0% | $5,202-77.0% | $3,740-68.0% |
| Admin fee / account holder | $81 | $6,751-98.8% | $13,984-99.4% | $5,306-98.5% |