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 | $13,718 | $77,634-82.3% | $156,549-91.2% | $62,891-78.2% |
| Participation rate | 34.7% | 71.2%-36.5pp | 84.0%-49.3pp | 69.3%-34.6pp |
| Annual return | -5.04% | 50.32%-55.4pp | 32.23%-37.3pp | 20.14%-25.2pp |
| Employer contribution / active EE | $1,227 | $3,444-64.4% | $5,501-77.7% | $2,281-46.2% |
| Participant deferral / active EE | $1,183 | $3,045-61.2% | $4,871-75.7% | $3,203-63.1% |
| Admin fee / account holder | $10 | $5,561-99.8% | $13,027-99.9% | $4,296-99.8% |