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 | $70,756-80.1% | $65,493-78.5% | $142,382-90.1% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 10.10% | 1754.89%-1744.8pp | 982.45%-972.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $237 | $2,881-91.8% | $2,574-90.8% | $4,299-94.5% |
| Participant deferral / active EE | $1,437 | $4,637-69.0% | $3,961-63.7% | $6,507-77.9% |
| Admin fee / account holder | $116 | $6,559-98.2% | $5,028-97.7% | $12,624-99.1% |