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 9-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 | $23,298 | $30,400-23.4% | $53,898-56.8% | $84,808-72.5% |
| Participation rate | 44.4% | 46.4%-2.0pp | 55.0%-10.5pp | 68.3%-23.9pp |
| Annual return | 1.37% | 500.19%-498.8pp | 528.60%-527.2pp | 40.90%-39.5pp |
| Employer contribution / active EE | $463 | $603-23.2% | $932-50.4% | $2,631-82.4% |
| Participant deferral / active EE | $1,095 | $1,199-8.6% | $1,826-40.0% | $4,212-74.0% |
| Admin fee / account holder | $3 | $1,993-99.9% | $2,491-99.9% | $7,344-100.0% |