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 | $12,570 | $90,503-86.1% | $78,689-84.0% | $273,961-95.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 1.66% | 75.60%-73.9pp | 62.18%-60.5pp | 41.45%-39.8pp |
| Employer contribution / active EE | $1,228 | $3,176-61.3% | $2,851-56.9% | $4,869-74.8% |
| Participant deferral / active EE | $1,636 | $3,901-58.1% | $3,517-53.5% | $5,287-69.1% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,132-99.8% |