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 | $22,042 | $103,376-78.7% | $87,100-74.7% | $152,861-85.6% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.9%-21.3pp | 82.4%-26.9pp |
| Annual return | 2.61% | 28.10%-25.5pp | 28.19%-25.6pp | 345.32%-342.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,131 | $4,778-55.4% | $4,049-47.4% | $5,850-63.6% |
| Admin fee / account holder | $125 | $12,205-99.0% | $7,497-98.3% | $11,596-98.9% |