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 | $79,579 | $124,281-36.0% | $109,143-27.1% | $167,490-52.5% |
| Participation rate | 45.0% | 79.4%-34.4pp | 75.9%-30.9pp | 82.1%-37.1pp |
| Annual return | 5.95% | 26.04%-20.1pp | 25.75%-19.8pp | 478.56%-472.6pp |
| Employer contribution / active EE | $1,611 | $4,207-61.7% | $3,722-56.7% | $4,837-66.7% |
| Participant deferral / active EE | $3,172 | $5,255-39.6% | $4,653-31.8% | $6,341-50.0% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |