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 | $30,109 | $58,879-48.9% | $178,490-83.1% | $73,488-59.0% |
| Participation rate | 16.2% | 66.2%-50.0pp | 81.9%-65.7pp | 70.7%-54.5pp |
| Annual return | 2.55% | 24.86%-22.3pp | 151.07%-148.5pp | 28.51%-26.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,210 | $2,567-52.9% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $196 | $400-51.0% | $13,984-98.6% | $513-61.7% |