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 5-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 | $108,150 | $111,754-3.2% | $103,333+4.7% | $145,922-25.9% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.3pp |
| Annual return | 6.56% | 24.77%-18.2pp | 24.88%-18.3pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,882 | $4,212-55.3% | $3,868-51.3% | $4,660-59.6% |
| Participant deferral / active EE | $5,431 | $5,619-3.3% | $5,057+7.4% | $6,688-18.8% |
| Admin fee / account holder | $125 | $9,750-98.7% | $8,355-98.5% | $13,397-99.1% |