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 5-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 | $29,413 | $99,020-70.3% | $86,590-66.0% | $147,584-80.1% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 0.33% | 1312.34%-1312.0pp | 964.84%-964.5pp | 578.55%-578.2pp |
| Employer contribution / active EE | $2,040 | $3,132-34.9% | $2,839-28.2% | $4,876-58.2% |
| Participant deferral / active EE | $3,024 | $3,972-23.9% | $3,609-16.2% | $5,439-44.4% |
| Admin fee / account holder | $104 | $5,710-98.2% | $4,906-97.9% | $10,885-99.0% |