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 | $19,523 | $29,319-33.4% | $52,425-62.8% | $82,448-76.3% |
| Participation rate | 10.2% | 46.9%-36.7pp | 55.6%-45.4pp | 68.1%-57.9pp |
| Annual return | 12.20% | 535.20%-523.0pp | 302.12%-289.9pp | 41.64%-29.4pp |
| Employer contribution / active EE | $115 | $586-80.3% | $914-87.4% | $2,551-95.5% |
| Participant deferral / active EE | $529 | $1,171-54.8% | $1,790-70.5% | $4,139-87.2% |
| Admin fee / account holder | $157 | $1,962-92.0% | $2,495-93.7% | $7,234-97.8% |