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 | $46,585 | $74,888-37.8% | $71,209-34.6% | $142,382-67.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 9.96% | 345.14%-335.2pp | 282.51%-272.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,091 | $2,854-61.8% | $2,721-59.9% | $4,299-74.6% |
| Participant deferral / active EE | $878 | $4,454-80.3% | $4,175-79.0% | $6,507-86.5% |
| Admin fee / account holder | $254 | $5,568-95.4% | $5,349-95.3% | $12,624-98.0% |