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 | $105,233 | $148,534-29.2% | $135,903-22.6% | $139,434-24.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 3.95% | 79.19%-75.2pp | 68.23%-64.3pp | 372.94%-369.0pp |
| Employer contribution / active EE | $2,412 | $5,243-54.0% | $4,856-50.3% | $4,751-49.2% |
| Participant deferral / active EE | $10,416 | $8,100+28.6% | $7,758+34.3% | $6,710+55.2% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |