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 | $33,121 | $99,079-66.6% | $77,999-57.5% | $273,961-87.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 1.10% | 217.93%-216.8pp | 425.96%-424.9pp | 41.45%-40.3pp |
| Employer contribution / active EE | $1,300 | $3,308-60.7% | $2,470-47.4% | $4,869-73.3% |
| Participant deferral / active EE | $4,722 | $4,306+9.7% | $3,497+35.0% | $5,287-10.7% |
| Admin fee / account holder | $215 | $8,954-97.6% | $5,480-96.1% | $10,132-97.9% |