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 5-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 | $12,643 | $58,208-78.3% | $81,812-84.5% | $80,856-84.4% |
| Participation rate | 59.3% | 63.4%-4.2pp | 72.3%-13.1pp | 67.6%-8.4pp |
| Annual return | 10.59% | 41.66%-31.1pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $775 | $2,340-66.9% | $2,912-73.4% | $2,755-71.9% |
| Participant deferral / active EE | $2,710 | $3,281-17.4% | $4,319-37.2% | $4,296-36.9% |
| Admin fee / account holder | $201 | $4,981-96.0% | $7,386-97.3% | $6,918-97.1% |