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 9-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 | $37,547 | $65,409-42.6% | $98,442-61.9% | $85,850-56.3% |
| Participation rate | 54.7% | 65.0%-10.3pp | 73.3%-18.6pp | 69.3%-14.6pp |
| Annual return | 6.20% | 21.76%-15.6pp | 1492.73%-1486.5pp | 318.53%-312.3pp |
| Employer contribution / active EE | $1,567 | $2,168-27.7% | $2,960-47.0% | $2,565-38.9% |
| Participant deferral / active EE | $1,720 | $3,166-45.7% | $4,276-59.8% | $3,952-56.5% |
| Admin fee / account holder | $76 | $4,593-98.4% | $5,949-98.7% | $6,260-98.8% |