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 | $43,008 | $86,699-50.4% | $73,307-41.3% | $125,391-65.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | -7.59% | 2.78%-10.4pp | 5.67%-13.3pp | 282.22%-289.8pp |
| Employer contribution / active EE | $710 | $4,152-82.9% | $3,237-78.1% | $4,866-85.4% |
| Participant deferral / active EE | $3,854 | $5,550-30.6% | $4,991-22.8% | $5,352-28.0% |
| Admin fee / account holder | $72 | $7,771-99.1% | $5,637-98.7% | $9,540-99.2% |