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 | $9,613 | $24,730-61.1% | $66,042-85.4% | $84,808-88.7% |
| Participation rate | 16.5% | 68.1%-51.6pp | 67.5%-51.1pp | 68.3%-51.9pp |
| Annual return | 11.61% | 79.55%-67.9pp | 52.11%-40.5pp | 40.90%-29.3pp |
| Employer contribution / active EE | $319 | $857-62.7% | $1,579-79.8% | $2,631-87.9% |
| Participant deferral / active EE | $842 | $1,737-51.5% | $2,835-70.3% | $4,212-80.0% |
| Admin fee / account holder | $74 | $3,014-97.5% | $5,747-98.7% | $7,344-99.0% |