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 9-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 | $123,029 | $159,602-22.9% | $150,045-18.0% | $142,382-13.6% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.3%-18.0pp | 80.1%-15.8pp |
| Annual return | 11.33% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,887 | $4,961-41.8% | $4,693-38.5% | $4,299-32.8% |
| Participant deferral / active EE | $9,121 | $8,310+9.8% | $7,997+14.1% | $6,507+40.2% |
| Admin fee / account holder | $172 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |