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 | $20,052 | $106,890-81.2% | $84,015-76.1% | $152,861-86.9% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.4%-18.2pp |
| Annual return | 7.09% | 104.99%-97.9pp | 71.31%-64.2pp | 345.32%-338.2pp |
| Employer contribution / active EE | $1,149 | $2,734-58.0% | $1,983-42.1% | $4,762-75.9% |
| Participant deferral / active EE | $2,483 | $4,011-38.1% | $3,239-23.3% | $5,850-57.6% |
| Admin fee / account holder | $21 | $8,285-99.7% | $6,101-99.7% | $11,596-99.8% |