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 4-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 | $99,360 | $159,602-37.7% | $150,045-33.8% | $142,382-30.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 1.85% | 70.24%-68.4pp | 62.55%-60.7pp | 217.08%-215.2pp |
| Employer contribution / active EE | $2,250 | $4,961-54.6% | $4,693-52.0% | $4,299-47.7% |
| Participant deferral / active EE | $13,994 | $8,310+68.4% | $7,997+75.0% | $6,507+115.1% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |