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 4-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 | $50,639 | $148,534-65.9% | $135,903-62.7% | $139,434-63.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.41% | 79.19%-67.8pp | 68.23%-56.8pp | 372.94%-361.5pp |
| Employer contribution / active EE | $5,113 | $5,243-2.5% | $4,856+5.3% | $4,751+7.6% |
| Participant deferral / active EE | $8,983 | $8,100+10.9% | $7,758+15.8% | $6,710+33.9% |
| Admin fee / account holder | $61 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |