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 | $15,730 | $49,227-68.0% | $70,449-77.7% | $79,858-80.3% |
| Participation rate | 40.6% | 69.2%-28.5pp | 75.1%-34.4pp | 69.6%-29.0pp |
| Annual return | -0.39% | 30.06%-30.5pp | 109.03%-109.4pp | 31.71%-32.1pp |
| Employer contribution / active EE | $696 | $2,099-66.8% | $2,737-74.6% | $2,471-71.8% |
| Participant deferral / active EE | $1,287 | $2,768-53.5% | $3,709-65.3% | $3,740-65.6% |
| Admin fee / account holder | $14 | $2,878-99.5% | $3,845-99.6% | $5,306-99.7% |