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 | $11,632 | $35,183-66.9% | $73,545-84.2% | $70,131-83.4% |
| Participation rate | 56.8% | 42.9%+13.9pp | 54.9%+1.9pp | 69.5%-12.7pp |
| Annual return | 12.15% | 26.90%-14.8pp | -15.16%+27.3pp | 73.14%-61.0pp |
| Employer contribution / active EE | $393 | $709-44.6% | $1,219-67.8% | $2,342-83.2% |
| Participant deferral / active EE | $920 | $1,220-24.6% | $1,806-49.1% | $3,332-72.4% |
| Admin fee / account holder | $81 | $2,302-96.5% | $2,320-96.5% | $4,645-98.3% |