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 8-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 | $19,865 | $124,185-84.0% | $108,410-81.7% | $167,490-88.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 7.81% | 1379.64%-1371.8pp | 905.27%-897.5pp | 478.56%-470.7pp |
| Employer contribution / active EE | $2,629 | $4,187-37.2% | $3,558-26.1% | $4,837-45.7% |
| Participant deferral / active EE | $2,629 | $6,908-61.9% | $6,563-59.9% | $6,341-58.5% |
| Admin fee / account holder | $42 | $9,455-99.6% | $7,295-99.4% | $12,309-99.7% |