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 | $154,147 | $96,557+59.6% | $80,975+90.4% | $273,961-43.7% |
| Participation rate | 36.4% | 79.1%-42.7pp | 75.8%-39.4pp | 83.0%-46.7pp |
| Annual return | 2.69% | 15.14%-12.5pp | 17.10%-14.4pp | 41.45%-38.8pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,518 | $6,598+29.1% | $5,696+49.5% | $5,287+61.1% |
| Admin fee / account holder | $204 | $7,492-97.3% | $5,516-96.3% | $10,132-98.0% |