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 9-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 | $86,542 | $215,361-59.8% | $171,082-49.4% | $273,961-68.4% |
| Participation rate | 62.5% | 82.0%-19.5pp | 76.7%-14.2pp | 83.0%-20.5pp |
| Annual return | 1.39% | 25.14%-23.8pp | 32.56%-31.2pp | 41.45%-40.1pp |
| Employer contribution / active EE | $382 | $4,967-92.3% | $4,002-90.5% | $4,869-92.2% |
| Participant deferral / active EE | $3,395 | $5,543-38.8% | $4,797-29.2% | $5,287-35.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |