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 | $12,860 | $51,576-75.1% | $129,207-90.0% | $80,856-84.1% |
| Participation rate | 17.6% | 57.0%-39.3pp | 69.6%-52.0pp | 67.6%-50.0pp |
| Annual return | 10.23% | 20.81%-10.6pp | 9417.33%-9407.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $957 | $2,669-64.1% | $4,168-77.0% | $4,296-77.7% |
| Admin fee / account holder | $102 | $4,305-97.6% | $7,715-98.7% | $6,918-98.5% |