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 | $74,784 | $85,766-12.8% | $136,294-45.1% | $70,131+6.6% |
| Participation rate | 65.5% | 74.2%-8.6pp | 81.9%-16.4pp | 69.5%-4.0pp |
| Annual return | 9.54% | 31.45%-21.9pp | 5155.94%-5146.4pp | 73.14%-63.6pp |
| Employer contribution / active EE | $572 | $2,966-80.7% | $4,695-87.8% | $2,342-75.6% |
| Participant deferral / active EE | $3,443 | $5,051-31.8% | $6,247-44.9% | $3,332+3.3% |
| Admin fee / account holder | $131 | $5,420-97.6% | $9,243-98.6% | $4,645-97.2% |