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 | $11,432 | $110,502-89.7% | $80,716-85.8% | $167,490-93.2% |
| Participation rate | 58.8% | 64.0%-5.1pp | 54.2%+4.7pp | 82.1%-23.3pp |
| Annual return | 0.89% | 120.54%-119.7pp | 87.28%-86.4pp | 478.56%-477.7pp |
| Employer contribution / active EE | $1,541 | $1,543-0.1% | $1,160+32.8% | $4,837-68.2% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $191 | $4,545-95.8% | $3,380-94.3% | $12,309-98.4% |