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 | $21,682 | $32,037-32.3% | $69,182-68.7% | $62,891-65.5% |
| Participation rate | 33.3% | 43.4%-10.1pp | 55.1%-21.8pp | 69.3%-36.0pp |
| Annual return | 2.68% | 15.16%-12.5pp | -21.93%+24.6pp | 20.14%-17.5pp |
| Employer contribution / active EE | $75 | $679-89.0% | $1,206-93.8% | $2,281-96.7% |
| Participant deferral / active EE | $766 | $1,185-35.4% | $1,897-59.6% | $3,203-76.1% |
| Admin fee / account holder | $52 | $2,608-98.0% | $2,697-98.1% | $4,296-98.8% |