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 | $22,933 | $65,685-65.1% | $57,179-59.9% | $273,961-91.6% |
| Participation rate | 69.2% | 78.3%-9.1pp | 75.3%-6.1pp | 83.0%-13.8pp |
| Annual return | -2.80% | 21.99%-24.8pp | 14.59%-17.4pp | 41.45%-44.2pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,313 | $3,782-65.3% | $3,096-57.6% | $5,287-75.2% |
| Admin fee / account holder | $42 | $4,835-99.1% | $3,139-98.7% | $10,132-99.6% |