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 | $20,526 | $72,177-71.6% | $115,037-82.2% | $59,632-65.6% |
| Participation rate | 36.4% | 72.6%-36.2pp | 81.4%-45.0pp | 68.7%-32.3pp |
| Annual return | -5.74% | 12.02%-17.8pp | 26.14%-31.9pp | 2041.28%-2047.0pp |
| Employer contribution / active EE | $996 | $2,841-65.0% | $4,608-78.4% | $2,203-54.8% |
| Participant deferral / active EE | $3,641 | $4,783-23.9% | $6,026-39.6% | $3,192+14.1% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |