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 7-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 | $23,001 | $100,773-77.2% | $88,946-74.1% | $142,382-83.8% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.8%-24.4pp | 80.1%-35.7pp |
| Annual return | 7.89% | 70.18%-62.3pp | 57.82%-49.9pp | 217.08%-209.2pp |
| Employer contribution / active EE | $618 | $2,918-78.8% | $2,555-75.8% | $4,299-85.6% |
| Participant deferral / active EE | $927 | $5,230-82.3% | $4,581-79.8% | $6,507-85.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |