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 8-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 | $68,176 | $150,187-54.6% | $120,354-43.4% | $145,922-53.3% |
| Participation rate | 56.3% | 78.8%-22.5pp | 71.9%-15.7pp | 80.3%-24.0pp |
| Annual return | 7.49% | 154.07%-146.6pp | 107.15%-99.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,444 | $4,348-43.8% | $3,463-29.4% | $4,660-47.6% |
| Participant deferral / active EE | $4,301 | $6,173-30.3% | $4,991-13.8% | $6,688-35.7% |
| Admin fee / account holder | $199 | $12,207-98.4% | $9,423-97.9% | $13,397-98.5% |