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 5-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 | $23,819 | $159,602-85.1% | $150,045-84.1% | $142,382-83.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 5.25% | 70.24%-65.0pp | 62.55%-57.3pp | 217.08%-211.8pp |
| Employer contribution / active EE | $1,067 | $4,961-78.5% | $4,693-77.3% | $4,299-75.2% |
| Participant deferral / active EE | $3,132 | $8,310-62.3% | $7,997-60.8% | $6,507-51.9% |
| Admin fee / account holder | $93 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |