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 | $36,207 | $159,602-77.3% | $150,045-75.9% | $142,382-74.6% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.3%-28.5pp | 80.1%-26.3pp |
| Annual return | 3.72% | 70.24%-66.5pp | 62.55%-58.8pp | 217.08%-213.4pp |
| Employer contribution / active EE | $2,226 | $4,961-55.1% | $4,693-52.6% | $4,299-48.2% |
| Participant deferral / active EE | $3,995 | $8,310-51.9% | $7,997-50.0% | $6,507-38.6% |
| Admin fee / account holder | $21 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |