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 | $50,525 | $102,966-50.9% | $90,281-44.0% | $152,861-66.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 1.81% | 95.16%-93.4pp | 78.10%-76.3pp | 345.32%-343.5pp |
| Employer contribution / active EE | $840 | $3,139-73.2% | $2,854-70.6% | $4,762-82.4% |
| Participant deferral / active EE | $8,333 | $4,281+94.6% | $3,885+114.5% | $5,850+42.4% |
| Admin fee / account holder | $210 | $6,171-96.6% | $5,351-96.1% | $11,596-98.2% |