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 | $53,547 | $185,822-71.2% | $169,993-68.5% | $139,434-61.6% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 6.95% | 60.50%-53.5pp | 53.37%-46.4pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,007 | $7,590-73.6% | $6,785-70.4% | $4,751-57.8% |
| Participant deferral / active EE | $3,867 | $11,622-66.7% | $10,408-62.8% | $6,710-42.4% |
| Admin fee / account holder | $13 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |