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 6-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 | $38,157 | $68,097-44.0% | $62,929-39.4% | $137,256-72.2% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 4.05% | 1859.11%-1855.1pp | 1063.93%-1059.9pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,078 | $2,811-61.7% | $2,505-57.0% | $4,156-74.1% |
| Participant deferral / active EE | $6,100 | $4,553+34.0% | $3,888+56.9% | $6,407-4.8% |
| Admin fee / account holder | $44 | $6,521-99.3% | $5,065-99.1% | $12,270-99.6% |