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 | $8,631 | $29,660-70.9% | $56,411-84.7% | $80,856-89.3% |
| Participation rate | 24.3% | 41.6%-17.3pp | 52.5%-28.1pp | 67.6%-43.3pp |
| Annual return | 3.42% | 35.23%-31.8pp | 1701.33%-1697.9pp | 35.59%-32.2pp |
| Employer contribution / active EE | $238 | $669-64.5% | $1,039-77.1% | $2,755-91.4% |
| Participant deferral / active EE | $373 | $1,226-69.5% | $1,952-80.9% | $4,296-91.3% |
| Admin fee / account holder | $28 | $2,428-98.9% | $2,829-99.0% | $6,918-99.6% |