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 | $60,725 | $56,199+8.1% | $67,652-10.2% | $59,632+1.8% |
| Participation rate | 49.1% | 71.5%-22.3pp | 75.7%-26.5pp | 68.7%-19.5pp |
| Annual return | -2.80% | 18505.31%-18508.1pp | 6625.04%-6627.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $393 | $1,614-75.6% | $2,266-82.6% | $2,203-82.1% |
| Participant deferral / active EE | $1,640 | $2,844-42.3% | $3,560-53.9% | $3,192-48.6% |
| Admin fee / account holder | $230 | $3,958-94.2% | $4,821-95.2% | $4,297-94.7% |