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 | $26,715 | $169,032-84.2% | $129,207-79.3% | $145,922-81.7% |
| Participation rate | 47.1% | 76.4%-29.4pp | 69.6%-22.6pp | 80.3%-33.2pp |
| Annual return | 7.57% | 14330.11%-14322.5pp | 9417.33%-9409.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $362 | $5,537-93.5% | $4,153-91.3% | $4,660-92.2% |
| Participant deferral / active EE | $1,342 | $4,987-73.1% | $4,168-67.8% | $6,688-79.9% |
| Admin fee / account holder | $152 | $9,954-98.5% | $7,715-98.0% | $13,397-98.9% |