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 | $74,159 | $183,592-59.6% | $155,567-52.3% | $145,959-49.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 8.14% | 61.24%-53.1pp | 64.74%-56.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,472 | $5,315-72.3% | $4,674-68.5% | $4,661-68.4% |
| Participant deferral / active EE | $4,809 | $6,464-25.6% | $5,628-14.5% | $6,689-28.1% |
| Admin fee / account holder | $221 | $19,318-98.9% | $15,916-98.6% | $13,398-98.4% |