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 | $42,637 | $103,376-58.8% | $87,100-51.0% | $152,861-72.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 2.50% | 28.10%-25.6pp | 28.19%-25.7pp | 345.32%-342.8pp |
| Employer contribution / active EE | $1,605 | $3,220-50.2% | $2,521-36.3% | $4,762-66.3% |
| Participant deferral / active EE | $7,463 | $4,778+56.2% | $4,049+84.3% | $5,850+27.6% |
| Admin fee / account holder | $102 | $12,205-99.2% | $7,497-98.6% | $11,596-99.1% |