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 9-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 | $18,242 | $115,770-84.2% | $101,248-82.0% | $158,922-88.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 1.82% | 56.14%-54.3pp | 46.47%-44.7pp | 302.83%-301.0pp |
| Employer contribution / active EE | $1,313 | $4,175-68.6% | $3,660-64.1% | $4,761-72.4% |
| Participant deferral / active EE | $1,700 | $4,957-65.7% | $4,370-61.1% | $5,982-71.6% |
| Admin fee / account holder | $186 | $7,245-97.4% | $5,945-96.9% | $11,246-98.3% |