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 | $10,200 | $29,660-65.6% | $56,411-81.9% | $80,856-87.4% |
| Participation rate | 29.2% | 41.6%-12.5pp | 52.5%-23.3pp | 67.6%-38.5pp |
| Annual return | 10.22% | 35.23%-25.0pp | 1701.33%-1691.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $499 | $669-25.4% | $1,039-51.9% | $2,755-81.9% |
| Participant deferral / active EE | $720 | $1,226-41.3% | $1,952-63.1% | $4,296-83.2% |
| Admin fee / account holder | $66 | $2,428-97.3% | $2,829-97.7% | $6,918-99.0% |