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 7-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 | $69,416 | $179,726-61.4% | $156,263-55.6% | $142,382-51.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 0.04% | 77.86%-77.8pp | 59.47%-59.4pp | 217.08%-217.0pp |
| Employer contribution / active EE | $2,499 | $5,069-50.7% | $4,333-42.3% | $4,299-41.9% |
| Participant deferral / active EE | $11,301 | $6,956+62.5% | $6,158+83.5% | $6,507+73.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |