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 | $26,313 | $39,019-32.6% | $80,716-67.4% | $85,850-69.3% |
| Participation rate | 34.3% | 41.5%-7.3pp | 54.2%-19.9pp | 69.3%-35.0pp |
| Annual return | 9.24% | 26.27%-17.0pp | 87.28%-78.0pp | 318.53%-309.3pp |
| Employer contribution / active EE | $441 | $722-38.9% | $1,160-62.0% | $2,565-82.8% |
| Participant deferral / active EE | $1,065 | $1,326-19.6% | $2,146-50.4% | $3,952-73.0% |
| Admin fee / account holder | $23 | $2,431-99.0% | $3,380-99.3% | $6,260-99.6% |