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 | $6,160 | $27,915-77.9% | $58,482-89.5% | $75,163-91.8% |
| Participation rate | 23.7% | 38.8%-15.1pp | 50.9%-27.2pp | 67.2%-43.5pp |
| Annual return | 4.21% | 44.20%-40.0pp | 4239.32%-4235.1pp | 160.62%-156.4pp |
| Employer contribution / active EE | $228 | $669-66.0% | $1,053-78.4% | $2,670-91.5% |
| Participant deferral / active EE | $362 | $1,201-69.9% | $1,924-81.2% | $4,125-91.2% |
| Admin fee / account holder | $26 | $1,726-98.5% | $2,516-99.0% | $5,651-99.5% |