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 8-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 | $23,655 | $47,479-50.2% | $62,929-62.4% | $82,448-71.3% |
| Participation rate | 38.5% | 66.9%-28.4pp | 73.1%-34.7pp | 68.1%-29.6pp |
| Annual return | 9.80% | 20.34%-10.5pp | 1063.93%-1054.1pp | 41.64%-31.8pp |
| Employer contribution / active EE | $788 | $1,885-58.2% | $2,505-68.6% | $2,551-69.1% |
| Participant deferral / active EE | $1,477 | $2,870-48.5% | $3,888-62.0% | $4,139-64.3% |
| Admin fee / account holder | $2 | $3,804-99.9% | $5,065-100.0% | $7,234-100.0% |