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 | $9,445 | $27,915-66.2% | $58,482-83.8% | $75,163-87.4% |
| Participation rate | 65.4% | 38.8%+26.6pp | 50.9%+14.5pp | 67.2%-1.8pp |
| Annual return | 14.59% | 44.20%-29.6pp | 4239.32%-4224.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $371 | $669-44.6% | $1,053-64.8% | $2,670-86.1% |
| Participant deferral / active EE | $983 | $1,201-18.2% | $1,924-48.9% | $4,125-76.2% |
| Admin fee / account holder | $274 | $1,726-84.1% | $2,516-89.1% | $5,651-95.2% |