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 3-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 | $36,084 | $102,604-64.8% | $86,188-58.1% | $139,434-74.1% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 8.60% | 1922.51%-1913.9pp | 1168.45%-1159.9pp | 372.94%-364.3pp |
| Employer contribution / active EE | $1,442 | $3,032-52.5% | $2,380-39.4% | $4,751-69.7% |
| Participant deferral / active EE | $4,583 | $4,676-2.0% | $3,985+15.0% | $6,710-31.7% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |