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 | $13,734 | $177,572-92.3% | $154,803-91.1% | $142,382-90.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 3.49% | 65.07%-61.6pp | 58.88%-55.4pp | 217.08%-213.6pp |
| Employer contribution / active EE | $1,101 | $4,810-77.1% | $4,305-74.4% | $4,299-74.4% |
| Participant deferral / active EE | $1,841 | $6,272-70.6% | $5,540-66.8% | $6,507-71.7% |
| Admin fee / account holder | $142 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |