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 3-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 | $41,739 | $29,660+40.7% | $56,411-26.0% | $80,856-48.4% |
| Participation rate | 17.5% | 41.6%-24.1pp | 52.5%-35.0pp | 67.6%-50.1pp |
| Annual return | 8.62% | 35.23%-26.6pp | 1701.33%-1692.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,712 | $669+155.8% | $1,039+64.8% | $2,755-37.9% |
| Participant deferral / active EE | $2,225 | $1,226+81.5% | $1,952+14.0% | $4,296-48.2% |
| Admin fee / account holder | $287 | $2,428-88.2% | $2,829-89.9% | $6,918-95.9% |