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 7-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 | $27,507 | $34,308-19.8% | $74,701-63.2% | $72,985-62.3% |
| Participation rate | 24.4% | 42.4%-18.0pp | 54.5%-30.1pp | 69.5%-45.1pp |
| Annual return | 16.45% | 26.58%-10.1pp | 752.92%-736.5pp | 81.00%-64.6pp |
| Employer contribution / active EE | $334 | $692-51.7% | $1,084-69.2% | $2,440-86.3% |
| Participant deferral / active EE | $460 | $1,271-63.8% | $1,964-76.6% | $3,607-87.2% |
| Admin fee / account holder | $157 | $2,124-92.6% | $3,333-95.3% | $5,124-96.9% |