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 7-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 | $72,797 | $106,515-31.7% | $96,683-24.7% | $139,434-47.8% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 3.45% | 38.43%-35.0pp | 35.69%-32.2pp | 372.94%-369.5pp |
| Employer contribution / active EE | $979 | $4,103-76.1% | $3,737-73.8% | $4,751-79.4% |
| Participant deferral / active EE | $2,072 | $5,454-62.0% | $4,878-57.5% | $6,710-69.1% |
| Admin fee / account holder | -$4,478 | $7,877-156.8% | $6,730-166.5% | $11,403-139.3% |