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 4-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 | $14,199 | $74,888-81.0% | $71,209-80.1% | $142,382-90.0% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.1%-52.8pp |
| Annual return | 6.06% | 345.14%-339.1pp | 282.51%-276.4pp | 217.08%-211.0pp |
| Employer contribution / active EE | $993 | $2,854-65.2% | $2,721-63.5% | $4,299-76.9% |
| Participant deferral / active EE | $1,455 | $4,454-67.3% | $4,175-65.2% | $6,507-77.6% |
| Admin fee / account holder | $202 | $5,568-96.4% | $5,349-96.2% | $12,624-98.4% |