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 | $20,422 | $45,863-55.5% | $77,024-73.5% | $68,494-70.2% |
| Participation rate | 33.3% | 55.9%-22.6pp | 67.9%-34.6pp | 67.9%-34.6pp |
| Annual return | -22.10% | 1.72%-23.8pp | 42.32%-64.4pp | -7.84%-14.3pp |
| Employer contribution / active EE | $441 | $1,650-73.3% | $2,812-84.3% | $2,596-83.0% |
| Participant deferral / active EE | $990 | $2,962-66.6% | $4,426-77.6% | $4,027-75.4% |
| Admin fee / account holder | $211 | $3,041-93.1% | $5,425-96.1% | $5,403-96.1% |