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 3-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 | $13,871 | $64,480-78.5% | $81,382-83.0% | $80,856-82.8% |
| Participation rate | 47.2% | 63.9%-16.6pp | 69.5%-22.3pp | 67.6%-20.4pp |
| Annual return | 8.06% | 16.34%-8.3pp | 24.73%-16.7pp | 35.59%-27.5pp |
| Employer contribution / active EE | $543 | $1,978-72.5% | $2,463-77.9% | $2,755-80.3% |
| Participant deferral / active EE | $1,334 | $3,094-56.9% | $3,883-65.6% | $4,296-68.9% |
| Admin fee / account holder | $26 | $5,671-99.5% | $5,768-99.6% | $6,918-99.6% |