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 | $23,256 | $27,915-16.7% | $58,482-60.2% | $75,163-69.1% |
| Participation rate | 43.3% | 38.8%+4.5pp | 50.9%-7.5pp | 67.2%-23.9pp |
| Annual return | 14.06% | 44.20%-30.1pp | 4239.32%-4225.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $771 | $669+15.2% | $1,053-26.8% | $2,670-71.1% |
| Participant deferral / active EE | $2,187 | $1,201+82.0% | $1,924+13.7% | $4,125-47.0% |
| Admin fee / account holder | $270 | $1,726-84.3% | $2,516-89.3% | $5,651-95.2% |