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 | $43,299 | $58,828-26.4% | $77,999-44.5% | $62,891-31.2% |
| Participation rate | 44.4% | 71.1%-26.6pp | 75.5%-31.1pp | 69.3%-24.9pp |
| Annual return | -0.60% | 17.16%-17.8pp | 425.96%-426.6pp | 20.14%-20.7pp |
| Employer contribution / active EE | $906 | $1,672-45.8% | $2,470-63.3% | $2,281-60.3% |
| Participant deferral / active EE | $2,398 | $2,686-10.7% | $3,497-31.4% | $3,203-25.1% |
| Admin fee / account holder | $143 | $4,393-96.8% | $5,480-97.4% | $4,296-96.7% |