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 7-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 | $13,843 | $109,817-87.4% | $98,442-85.9% | $167,490-91.7% |
| Participation rate | 69.2% | 75.8%-6.6pp | 73.3%-4.1pp | 82.1%-12.9pp |
| Annual return | 6.24% | 1956.69%-1950.5pp | 1492.73%-1486.5pp | 478.56%-472.3pp |
| Employer contribution / active EE | $753 | $3,224-76.6% | $2,960-74.6% | $4,837-84.4% |
| Participant deferral / active EE | $1,296 | $4,673-72.3% | $4,276-69.7% | $6,341-79.6% |
| Admin fee / account holder | $205 | $6,753-97.0% | $5,949-96.6% | $12,309-98.3% |