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 6-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 | $15,180 | $49,915-69.6% | $154,803-90.2% | $74,304-79.6% |
| Participation rate | 30.3% | 54.0%-23.7pp | 78.1%-47.8pp | 60.3%-30.1pp |
| Annual return | 9.47% | 34.06%-24.6pp | 58.88%-49.4pp | 29.43%-20.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,764 | $2,255-21.8% | $5,540-68.2% | $3,767-53.2% |
| Admin fee / account holder | $34 | $2,189-98.4% | $14,329-99.8% | $2,969-98.9% |