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 | $5,953 | $27,915-78.7% | $58,482-89.8% | $75,163-92.1% |
| Participation rate | 42.9% | 38.8%+4.0pp | 50.9%-8.0pp | 67.2%-24.3pp |
| Annual return | 2.21% | 44.20%-42.0pp | 4239.32%-4237.1pp | 160.62%-158.4pp |
| Employer contribution / active EE | $265 | $669-60.4% | $1,053-74.9% | $2,670-90.1% |
| Participant deferral / active EE | $1,984 | $1,201+65.2% | $1,924+3.1% | $4,125-51.9% |
| Admin fee / account holder | $275 | $1,726-84.1% | $2,516-89.1% | $5,651-95.1% |