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 9-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 | $6,636 | $88,751-92.5% | $81,812-91.9% | $145,922-95.5% |
| Participation rate | 47.6% | 75.0%-27.4pp | 72.3%-24.7pp | 80.3%-32.7pp |
| Annual return | 7.50% | 1025.40%-1017.9pp | 773.79%-766.3pp | 561.29%-553.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,504 | $4,643-67.6% | $4,319-65.2% | $6,688-77.5% |
| Admin fee / account holder | $101 | $8,415-98.8% | $7,386-98.6% | $13,397-99.2% |