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 | $25,822 | $176,662-85.4% | $130,648-80.2% | $152,861-83.1% |
| Participation rate | 40.0% | 79.0%-39.0pp | 71.7%-31.7pp | 82.4%-42.4pp |
| Annual return | 1.85% | 2692.24%-2690.4pp | 1708.96%-1707.1pp | 345.32%-343.5pp |
| Employer contribution / active EE | $1,560 | $5,742-72.8% | $4,092-61.9% | $4,762-67.2% |
| Participant deferral / active EE | $1,560 | $4,361-64.2% | $3,603-56.7% | $5,850-73.3% |
| Admin fee / account holder | $105 | $7,133-98.5% | $5,464-98.1% | $11,596-99.1% |