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 3-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 | $2,794 | $29,660-90.6% | $56,411-95.0% | $80,856-96.5% |
| Participation rate | 67.6% | 41.6%+26.0pp | 52.5%+15.2pp | 67.6%0pp |
| Annual return | 9.91% | 35.23%-25.3pp | 1701.33%-1691.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $448 | $669-33.1% | $1,039-56.9% | $2,755-83.7% |
| Participant deferral / active EE | $1,210 | $1,226-1.3% | $1,952-38.0% | $4,296-71.8% |
| Admin fee / account holder | $99 | $2,428-95.9% | $2,829-96.5% | $6,918-98.6% |