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 | $33,810 | $72,277-53.2% | $101,248-66.6% | $79,858-57.7% |
| Participation rate | 68.1% | 68.5%-0.4pp | 75.8%-7.7pp | 69.6%-1.5pp |
| Annual return | -9.62% | 22.30%-31.9pp | 46.47%-56.1pp | 31.71%-41.3pp |
| Employer contribution / active EE | $934 | $2,692-65.3% | $3,660-74.5% | $2,471-62.2% |
| Participant deferral / active EE | $2,015 | $3,282-38.6% | $4,370-53.9% | $3,740-46.1% |
| Admin fee / account holder | $35 | $4,400-99.2% | $5,945-99.4% | $5,306-99.3% |