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 | $26,830 | $50,972-47.4% | $88,538-69.7% | $72,985-63.2% |
| Participation rate | 50.0% | 63.4%-13.4pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 10.35% | 29.62%-19.3pp | 43.64%-33.3pp | 81.00%-70.7pp |
| Employer contribution / active EE | $256 | $1,475-82.6% | $2,098-87.8% | $2,440-89.5% |
| Participant deferral / active EE | $1,549 | $2,230-30.6% | $2,914-46.9% | $3,607-57.1% |
| Admin fee / account holder | $8 | $3,230-99.8% | $4,310-99.8% | $5,124-99.8% |