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 | $30,400-35.8% | $53,898-63.8% | $84,808-77.0% |
| Participation rate | 10.2% | 46.4%-36.2pp | 55.0%-44.8pp | 68.3%-58.1pp |
| Annual return | 12.20% | 500.19%-488.0pp | 528.60%-516.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $115 | $603-80.9% | $932-87.6% | $2,631-95.6% |
| Participant deferral / active EE | $529 | $1,199-55.9% | $1,826-71.0% | $4,212-87.4% |
| Admin fee / account holder | $157 | $1,993-92.1% | $2,491-93.7% | $7,344-97.9% |