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 | $23,330-58.8% | $64,489-85.1% | $82,448-88.3% |
| Participation rate | 16.5% | 68.3%-51.8pp | 67.7%-51.2pp | 68.1%-51.6pp |
| Annual return | 11.61% | 83.66%-72.0pp | 55.03%-43.4pp | 41.64%-30.0pp |
| Employer contribution / active EE | $319 | $824-61.2% | $1,523-79.0% | $2,551-87.5% |
| Participant deferral / active EE | $842 | $1,707-50.7% | $2,778-69.7% | $4,139-79.7% |
| Admin fee / account holder | $74 | $2,946-97.5% | $4,260-98.3% | $7,234-99.0% |