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 10-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 | $34,942 | $102,604-65.9% | $86,188-59.5% | $139,434-74.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 2.15% | 1922.51%-1920.4pp | 1168.45%-1166.3pp | 372.94%-370.8pp |
| Employer contribution / active EE | $2,440 | $3,032-19.5% | $2,380+2.5% | $4,751-48.6% |
| Participant deferral / active EE | $4,570 | $4,676-2.3% | $3,985+14.7% | $6,710-31.9% |
| Admin fee / account holder | $166 | $8,657-98.1% | $6,852-97.6% | $11,403-98.5% |