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 | $22,230 | $99,020-77.6% | $86,590-74.3% | $147,584-84.9% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 0.49% | 1312.34%-1311.8pp | 964.84%-964.3pp | 578.55%-578.1pp |
| Employer contribution / active EE | $616 | $3,132-80.3% | $2,839-78.3% | $4,876-87.4% |
| Participant deferral / active EE | $5,744 | $3,972+44.6% | $3,609+59.2% | $5,439+5.6% |
| Admin fee / account holder | $69 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |