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 5-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 | $45,937 | $150,187-69.4% | $120,354-61.8% | $145,922-68.5% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 1.49% | 154.07%-152.6pp | 107.15%-105.7pp | 561.29%-559.8pp |
| Employer contribution / active EE | $987 | $4,348-77.3% | $3,463-71.5% | $4,660-78.8% |
| Participant deferral / active EE | $10,290 | $6,173+66.7% | $4,991+106.2% | $6,688+53.9% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |