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 | $26,973 | $91,037-70.4% | $71,671-62.4% | $147,584-81.7% |
| Participation rate | 40.0% | 76.1%-36.1pp | 68.7%-28.7pp | 82.8%-42.8pp |
| Annual return | 0.87% | 20.48%-19.6pp | 20.65%-19.8pp | 578.55%-577.7pp |
| Employer contribution / active EE | $939 | $3,327-71.8% | $2,460-61.8% | $4,876-80.8% |
| Participant deferral / active EE | $2,620 | $4,498-41.8% | $3,438-23.8% | $5,439-51.8% |
| Admin fee / account holder | $125 | $8,613-98.5% | $5,558-97.7% | $10,885-98.8% |