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 | $12,368 | $35,183-64.8% | $73,545-83.2% | $70,131-82.4% |
| Participation rate | 31.6% | 42.9%-11.4pp | 54.9%-23.4pp | 69.5%-38.0pp |
| Annual return | 9.54% | 26.90%-17.4pp | -15.16%+24.7pp | 73.14%-63.6pp |
| Employer contribution / active EE | $278 | $709-60.8% | $1,219-77.2% | $2,342-88.1% |
| Participant deferral / active EE | $747 | $1,220-38.7% | $1,806-58.6% | $3,332-77.6% |
| Admin fee / account holder | $32 | $2,302-98.6% | $2,320-98.6% | $4,645-99.3% |