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 8-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 | $42,549 | $157,256-72.9% | $141,162-69.9% | $152,861-72.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 13.94% | 64.32%-50.4pp | 71.39%-57.4pp | 345.32%-331.4pp |
| Employer contribution / active EE | $1,843 | $5,261-65.0% | $4,735-61.1% | $4,762-61.3% |
| Participant deferral / active EE | $5,260 | $7,109-26.0% | $6,709-21.6% | $5,850-10.1% |
| Admin fee / account holder | $207 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |