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 | $30,974 | $29,319+5.6% | $52,425-40.9% | $82,448-62.4% |
| Participation rate | 51.2% | 46.9%+4.4pp | 55.6%-4.4pp | 68.1%-16.8pp |
| Annual return | 12.30% | 535.20%-522.9pp | 302.12%-289.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $768 | $586+30.9% | $914-16.0% | $2,551-69.9% |
| Participant deferral / active EE | $2,514 | $1,171+114.6% | $1,790+40.4% | $4,139-39.3% |
| Admin fee / account holder | $259 | $1,962-86.8% | $2,495-89.6% | $7,234-96.4% |