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 4-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 | $28,725 | $74,888-61.6% | $71,209-59.7% | $142,382-79.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 12.78% | 345.14%-332.4pp | 282.51%-269.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $791 | $2,854-72.3% | $2,721-70.9% | $4,299-81.6% |
| Participant deferral / active EE | $2,776 | $4,454-37.7% | $4,175-33.5% | $6,507-57.3% |
| Admin fee / account holder | $179 | $5,568-96.8% | $5,349-96.7% | $12,624-98.6% |