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 | $17,926 | $210,648-91.5% | $177,989-89.9% | $145,922-87.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 4.38% | 385.86%-381.5pp | 294.48%-290.1pp | 561.29%-556.9pp |
| Employer contribution / active EE | $854 | $4,565-81.3% | $3,949-78.4% | $4,660-81.7% |
| Participant deferral / active EE | $1,424 | $6,958-79.5% | $6,276-77.3% | $6,688-78.7% |
| Admin fee / account holder | $294 | $12,013-97.6% | $10,363-97.2% | $13,397-97.8% |