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 | $74,715 | $112,096-33.3% | $95,952-22.1% | $158,922-53.0% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 5.33% | 171.09%-165.8pp | 91.61%-86.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $2,167 | $3,198-32.2% | $2,541-14.7% | $4,761-54.5% |
| Participant deferral / active EE | $6,438 | $4,784+34.6% | $4,167+54.5% | $5,982+7.6% |
| Admin fee / account holder | $8 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |