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 | $137,658 | $135,952+1.3% | $123,892+11.1% | $273,961-49.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 2.34% | 56.63%-54.3pp | 47.52%-45.2pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,525 | $5,170-70.5% | $4,617-67.0% | $4,869-68.7% |
| Participant deferral / active EE | $4,574 | $6,343-27.9% | $5,984-23.6% | $5,287-13.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |