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 | $46,583 | $72,071-35.4% | $68,368-31.9% | $137,256-66.1% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 5.41% | 353.14%-347.7pp | 292.57%-287.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,403 | $2,788-49.7% | $2,649-47.0% | $4,156-66.2% |
| Participant deferral / active EE | $4,647 | $4,410+5.4% | $4,123+12.7% | $6,407-27.5% |
| Admin fee / account holder | $270 | $5,336-94.9% | $5,150-94.7% | $12,270-97.8% |