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 | $16,017 | $72,400-77.9% | $67,502-76.3% | $145,922-89.0% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.5pp | 80.3%-46.9pp |
| Annual return | 7.98% | 7182.46%-7174.5pp | 3512.12%-3504.1pp | 561.29%-553.3pp |
| Employer contribution / active EE | $557 | $3,069-81.9% | $2,731-79.6% | $4,660-88.0% |
| Participant deferral / active EE | $2,848 | $4,783-40.5% | $4,000-28.8% | $6,688-57.4% |
| Admin fee / account holder | -$385 | $5,539-106.9% | $3,998-109.6% | $13,397-102.9% |