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 | $84,121 | $77,419+8.7% | $69,455+21.1% | $152,861-45.0% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.6%-49.6pp | 82.4%-57.4pp |
| Annual return | 5.34% | 39.06%-33.7pp | 28.97%-23.6pp | 345.32%-340.0pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,219 | $4,414-49.7% | $3,535-37.2% | $5,850-62.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |