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 9-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 | $58,634 | $99,020-40.8% | $86,590-32.3% | $147,584-60.3% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 7.19% | 1312.34%-1305.1pp | 964.84%-957.7pp | 578.55%-571.4pp |
| Employer contribution / active EE | $1,548 | $3,132-50.6% | $2,839-45.5% | $4,876-68.3% |
| Participant deferral / active EE | $4,068 | $3,972+2.4% | $3,609+12.7% | $5,439-25.2% |
| Admin fee / account holder | $85 | $5,710-98.5% | $4,906-98.3% | $10,885-99.2% |