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 | $10,404 | $74,888-86.1% | $71,209-85.4% | $142,382-92.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 6.14% | 345.14%-339.0pp | 282.51%-276.4pp | 217.08%-210.9pp |
| Employer contribution / active EE | $528 | $2,854-81.5% | $2,721-80.6% | $4,299-87.7% |
| Participant deferral / active EE | $1,158 | $4,454-74.0% | $4,175-72.3% | $6,507-82.2% |
| Admin fee / account holder | $28 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |