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 | $50,797 | $106,515-52.3% | $96,683-47.5% | $139,434-63.6% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 6.84% | 38.43%-31.6pp | 35.69%-28.9pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,400 | $4,103-65.9% | $3,737-62.5% | $4,751-70.5% |
| Participant deferral / active EE | $4,615 | $5,454-15.4% | $4,878-5.4% | $6,710-31.2% |
| Admin fee / account holder | $117 | $7,877-98.5% | $6,730-98.3% | $11,403-99.0% |