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 | $19,445 | $99,020-80.4% | $86,590-77.5% | $147,584-86.8% |
| Participation rate | 58.3% | 76.3%-18.0pp | 73.5%-15.2pp | 82.8%-24.5pp |
| Annual return | 1.41% | 1312.34%-1310.9pp | 964.84%-963.4pp | 578.55%-577.1pp |
| Employer contribution / active EE | $572 | $3,132-81.7% | $2,839-79.8% | $4,876-88.3% |
| Participant deferral / active EE | $477 | $3,972-88.0% | $3,609-86.8% | $5,439-91.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |