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 4-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 | $27,566 | $81,625-66.2% | $58,482-52.9% | $139,434-80.2% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 4.59% | 7404.20%-7399.6pp | 4239.32%-4234.7pp | 372.94%-368.4pp |
| Employer contribution / active EE | $706 | $1,398-49.5% | $1,053-32.9% | $4,751-85.1% |
| Participant deferral / active EE | $8,787 | $2,557+243.7% | $1,924+356.7% | $6,710+30.9% |
| Admin fee / account holder | $32 | $3,265-99.0% | $2,516-98.7% | $11,403-99.7% |