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 | $18,643 | $88,751-79.0% | $81,812-77.2% | $145,922-87.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.84% | 1025.40%-1017.6pp | 773.79%-766.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,010 | $3,083-67.2% | $2,912-65.3% | $4,660-78.3% |
| Participant deferral / active EE | $2,636 | $4,643-43.2% | $4,319-39.0% | $6,688-60.6% |
| Admin fee / account holder | $81 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |