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 | $24,279 | $175,202-86.1% | $149,673-83.8% | $139,434-82.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 5.24% | 166.71%-161.5pp | 134.42%-129.2pp | 372.94%-367.7pp |
| Employer contribution / active EE | $2,389 | $5,474-56.4% | $4,818-50.4% | $4,751-49.7% |
| Participant deferral / active EE | $3,024 | $6,519-53.6% | $5,680-46.8% | $6,710-54.9% |
| Admin fee / account holder | $255 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |