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 3-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 | $8,010 | $81,625-90.2% | $58,482-86.3% | $139,434-94.3% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.7pp |
| Annual return | 2.11% | 7404.20%-7402.1pp | 4239.32%-4237.2pp | 372.94%-370.8pp |
| Employer contribution / active EE | $934 | $1,398-33.2% | $1,053-11.3% | $4,751-80.3% |
| Participant deferral / active EE | $3,811 | $2,557+49.1% | $1,924+98.1% | $6,710-43.2% |
| Admin fee / account holder | $286 | $3,265-91.3% | $2,516-88.6% | $11,403-97.5% |