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 | $34,807 | $165,984-79.0% | $164,813-78.9% | $145,922-76.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 7.99% | 100.03%-92.0pp | 69.93%-61.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,337 | $5,273-74.6% | $4,341-69.2% | $4,660-71.3% |
| Participant deferral / active EE | $3,503 | $6,959-49.7% | $6,031-41.9% | $6,688-47.6% |
| Admin fee / account holder | $34 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |