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 10-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 | $169,444 | $135,952+24.6% | $123,892+36.8% | $273,961-38.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 2.41% | 56.63%-54.2pp | 47.52%-45.1pp | 41.45%-39.0pp |
| Employer contribution / active EE | $2,973 | $5,170-42.5% | $4,617-35.6% | $4,869-38.9% |
| Participant deferral / active EE | $8,693 | $6,343+37.1% | $5,984+45.3% | $5,287+64.4% |
| Admin fee / account holder | -$227 | $9,817-102.3% | $8,357-102.7% | $10,132-102.2% |