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 6-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 | $142,134 | $111,754+27.2% | $103,333+37.5% | $145,922-2.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 0.38% | 24.77%-24.4pp | 24.88%-24.5pp | 561.29%-560.9pp |
| Employer contribution / active EE | $2,723 | $4,212-35.4% | $3,868-29.6% | $4,660-41.6% |
| Participant deferral / active EE | $7,625 | $5,619+35.7% | $5,057+50.8% | $6,688+14.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |