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 3-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 | $9,814 | $58,208-83.1% | $81,812-88.0% | $80,856-87.9% |
| Participation rate | 48.1% | 63.4%-15.3pp | 72.3%-24.2pp | 67.6%-19.5pp |
| Annual return | 10.01% | 41.66%-31.6pp | 773.79%-763.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $441 | $2,340-81.2% | $2,912-84.9% | $2,755-84.0% |
| Participant deferral / active EE | $2,551 | $3,281-22.3% | $4,319-40.9% | $4,296-40.6% |
| Admin fee / account holder | $61 | $4,981-98.8% | $7,386-99.2% | $6,918-99.1% |