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 6-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 | $9,742 | $27,915-65.1% | $58,482-83.3% | $75,163-87.0% |
| Participation rate | 31.7% | 38.8%-7.2pp | 50.9%-19.2pp | 67.2%-35.5pp |
| Annual return | 5.06% | 44.20%-39.1pp | 4239.32%-4234.3pp | 160.62%-155.6pp |
| Employer contribution / active EE | $348 | $669-47.9% | $1,053-66.9% | $2,670-86.9% |
| Participant deferral / active EE | $1,391 | $1,201+15.8% | $1,924-27.7% | $4,125-66.3% |
| Admin fee / account holder | $65 | $1,726-96.2% | $2,516-97.4% | $5,651-98.8% |