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 | $38,172 | $77,419-50.7% | $69,455-45.0% | $152,861-75.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.4%-49.1pp |
| Annual return | -0.45% | 39.06%-39.5pp | 28.97%-29.4pp | 345.32%-345.8pp |
| Employer contribution / active EE | $707 | $3,315-78.7% | $2,779-74.6% | $4,762-85.2% |
| Participant deferral / active EE | $1,925 | $4,414-56.4% | $3,535-45.5% | $5,850-67.1% |
| Admin fee / account holder | $133 | $6,207-97.9% | $3,839-96.5% | $11,596-98.9% |