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 3-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 | $37,780 | $102,382-63.1% | $147,005-74.3% | $80,874-53.3% |
| Participation rate | 57.1% | 75.8%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 10.74% | 134.89%-124.2pp | 418.76%-408.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $2,354 | $3,715-36.6% | $4,934-52.3% | $2,756-14.6% |
| Participant deferral / active EE | $5,815 | $6,646-12.5% | $8,070-27.9% | $4,297+35.3% |
| Admin fee / account holder | $98 | $7,942-98.8% | $13,006-99.2% | $6,935-98.6% |