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 | $122,809 | $165,984-26.0% | $164,813-25.5% | $145,922-15.8% |
| Participation rate | 23.1% | 82.0%-58.9pp | 78.6%-55.5pp | 80.3%-57.2pp |
| Annual return | 7.86% | 100.03%-92.2pp | 69.93%-62.1pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,159 | $5,273-78.0% | $4,341-73.3% | $4,660-75.1% |
| Participant deferral / active EE | $2,254 | $6,959-67.6% | $6,031-62.6% | $6,688-66.3% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |