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 10-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 | $135,186 | $96,557+40.0% | $80,975+66.9% | $273,961-50.7% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 1.74% | 15.14%-13.4pp | 17.10%-15.4pp | 41.45%-39.7pp |
| Employer contribution / active EE | $945 | $4,868-80.6% | $3,714-74.6% | $4,869-80.6% |
| Participant deferral / active EE | $6,937 | $6,598+5.1% | $5,696+21.8% | $5,287+31.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |