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 | $24,876 | $60,349-58.8% | $74,183-66.5% | $62,891-60.4% |
| Participation rate | 55.6% | 72.7%-17.2pp | 76.6%-21.1pp | 69.3%-13.8pp |
| Annual return | -2.99% | 21.37%-24.4pp | 17.74%-20.7pp | 20.14%-23.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,820 | $2,856-36.3% | $3,550-48.7% | $3,203-43.2% |
| Admin fee / account holder | $156 | $4,261-96.3% | $5,586-97.2% | $4,296-96.4% |