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 9-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 | $37,041 | $157,256-76.4% | $141,162-73.8% | $152,861-75.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 8.23% | 64.32%-56.1pp | 71.39%-63.2pp | 345.32%-337.1pp |
| Employer contribution / active EE | $1,050 | $5,261-80.0% | $4,735-77.8% | $4,762-78.0% |
| Participant deferral / active EE | $6,363 | $7,109-10.5% | $6,709-5.2% | $5,850+8.8% |
| Admin fee / account holder | $28 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |