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 | $42,568 | $110,261-61.4% | $95,745-55.5% | $139,434-69.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 7.71% | 27.11%-19.4pp | 28.35%-20.6pp | 372.94%-365.2pp |
| Employer contribution / active EE | $6,267 | $3,257+92.4% | $2,835+121.1% | $4,751+31.9% |
| Participant deferral / active EE | $12,343 | $4,676+164.0% | $4,245+190.8% | $6,710+83.9% |
| Admin fee / account holder | $73 | $6,613-98.9% | $5,678-98.7% | $11,403-99.4% |