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 7-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 | $42,058 | $176,056-76.1% | $159,436-73.6% | $167,490-74.9% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 2.96% | 331.75%-328.8pp | 263.57%-260.6pp | 478.56%-475.6pp |
| Employer contribution / active EE | $1,377 | $5,297-74.0% | $4,829-71.5% | $4,837-71.5% |
| Participant deferral / active EE | $10,320 | $7,750+33.2% | $7,352+40.4% | $6,341+62.7% |
| Admin fee / account holder | $145 | $12,554-98.8% | $10,799-98.7% | $12,309-98.8% |