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 | $13,076 | $46,360-71.8% | $147,614-91.1% | $52,331-75.0% |
| Participation rate | 31.7% | 64.9%-33.3pp | 84.6%-53.0pp | 68.1%-36.4pp |
| Annual return | -3.92% | 1.62%-5.5pp | 61.98%-65.9pp | 4.54%-8.5pp |
| Employer contribution / active EE | $515 | $2,126-75.8% | $5,564-90.8% | $1,882-72.7% |
| Participant deferral / active EE | $1,127 | $2,258-50.1% | $4,895-77.0% | $3,022-62.7% |
| Admin fee / account holder | $159 | $766-79.2% | $11,611-98.6% | $592-73.1% |