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 | $124,370 | $70,606+76.1% | $53,898+130.8% | $142,382-12.7% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 1.16% | 619.81%-618.7pp | 528.60%-527.4pp | 217.08%-215.9pp |
| Employer contribution / active EE | $164 | $1,202-86.4% | $932-82.4% | $4,299-96.2% |
| Participant deferral / active EE | $327 | $2,364-86.1% | $1,826-82.1% | $6,507-95.0% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |