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 3-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 | $23,047 | $104,974-78.0% | $95,585-75.9% | $142,382-83.8% |
| Participation rate | 38.5% | 75.0%-36.5pp | 72.1%-33.6pp | 80.1%-41.7pp |
| Annual return | 9.55% | 210.33%-200.8pp | 38.56%-29.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $355 | $2,779-87.2% | $2,527-86.0% | $4,299-91.7% |
| Participant deferral / active EE | $3,052 | $4,352-29.9% | $4,023-24.1% | $6,507-53.1% |
| Admin fee / account holder | $41 | $6,386-99.4% | $6,127-99.3% | $12,624-99.7% |