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 10-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 | $5,932 | $27,915-78.8% | $58,482-89.9% | $75,163-92.1% |
| Participation rate | 26.9% | 38.8%-11.9pp | 50.9%-23.9pp | 67.2%-40.3pp |
| Annual return | 12.31% | 44.20%-31.9pp | 4239.32%-4227.0pp | 160.62%-148.3pp |
| Employer contribution / active EE | $201 | $669-69.9% | $1,053-80.9% | $2,670-92.5% |
| Participant deferral / active EE | $255 | $1,201-78.7% | $1,924-86.7% | $4,125-93.8% |
| Admin fee / account holder | $177 | $1,726-89.7% | $2,516-92.9% | $5,651-96.9% |