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 | $62,506 | $112,881-44.6% | $90,951-31.3% | $158,922-60.7% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 2.68% | 215.79%-213.1pp | 134.60%-131.9pp | 302.83%-300.1pp |
| Employer contribution / active EE | $1,444 | $2,893-50.1% | $2,122-31.9% | $4,761-69.7% |
| Participant deferral / active EE | $4,164 | $4,128+0.9% | $3,373+23.5% | $5,982-30.4% |
| Admin fee / account holder | $30 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |