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 | $16,698 | $102,966-83.8% | $90,281-81.5% | $152,861-89.1% |
| Participation rate | 53.3% | 75.9%-22.5pp | 73.3%-19.9pp | 82.4%-29.1pp |
| Annual return | 3.32% | 95.16%-91.8pp | 78.10%-74.8pp | 345.32%-342.0pp |
| Employer contribution / active EE | $962 | $3,139-69.4% | $2,854-66.3% | $4,762-79.8% |
| Participant deferral / active EE | $1,491 | $4,281-65.2% | $3,885-61.6% | $5,850-74.5% |
| Admin fee / account holder | $129 | $6,171-97.9% | $5,351-97.6% | $11,596-98.9% |