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 | $72,197 | $106,890-32.5% | $84,015-14.1% | $152,861-52.8% |
| Participation rate | 19.0% | 75.2%-56.2pp | 69.0%-50.0pp | 82.4%-63.4pp |
| Annual return | 0.86% | 104.99%-104.1pp | 71.31%-70.5pp | 345.32%-344.5pp |
| Employer contribution / active EE | $385 | $2,734-85.9% | $1,983-80.6% | $4,762-91.9% |
| Participant deferral / active EE | $1,715 | $4,011-57.2% | $3,239-47.0% | $5,850-70.7% |
| Admin fee / account holder | $19 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |