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 | $14,082 | $68,097-79.3% | $62,929-77.6% | $137,256-89.7% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 10.10% | 1859.11%-1849.0pp | 1063.93%-1053.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $237 | $2,811-91.6% | $2,505-90.5% | $4,156-94.3% |
| Participant deferral / active EE | $1,437 | $4,553-68.4% | $3,888-63.0% | $6,407-77.6% |
| Admin fee / account holder | $116 | $6,521-98.2% | $5,065-97.7% | $12,270-99.1% |