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 5-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 | $23,578 | $29,660-20.5% | $56,411-58.2% | $80,856-70.8% |
| Participation rate | 23.3% | 41.6%-18.3pp | 52.5%-29.1pp | 67.6%-44.3pp |
| Annual return | 9.46% | 35.23%-25.8pp | 1701.33%-1691.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $551 | $669-17.7% | $1,039-47.0% | $2,755-80.0% |
| Participant deferral / active EE | $1,092 | $1,226-11.0% | $1,952-44.1% | $4,296-74.6% |
| Admin fee / account holder | $246 | $2,428-89.8% | $2,829-91.3% | $6,918-96.4% |