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 9-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 | $44,840 | $29,660+51.2% | $56,411-20.5% | $80,856-44.5% |
| Participation rate | 26.7% | 41.6%-15.0pp | 52.5%-25.8pp | 67.6%-41.0pp |
| Annual return | -0.64% | 35.23%-35.9pp | 1701.33%-1702.0pp | 35.59%-36.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $440 | $1,226-64.1% | $1,952-77.5% | $4,296-89.8% |
| Admin fee / account holder | $112 | $2,428-95.4% | $2,829-96.1% | $6,918-98.4% |