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 | $66,518 | $72,071-7.7% | $68,368-2.7% | $137,256-51.5% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 4.60% | 353.14%-348.5pp | 292.57%-288.0pp | 220.34%-215.7pp |
| Employer contribution / active EE | $812 | $2,788-70.9% | $2,649-69.4% | $4,156-80.5% |
| Participant deferral / active EE | $2,029 | $4,410-54.0% | $4,123-50.8% | $6,407-68.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |