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 9-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 | $19,740 | $106,890-81.5% | $84,015-76.5% | $152,861-87.1% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 2.95% | 104.99%-102.0pp | 71.31%-68.4pp | 345.32%-342.4pp |
| Employer contribution / active EE | $2,369 | $2,734-13.4% | $1,983+19.4% | $4,762-50.3% |
| Participant deferral / active EE | $4,000 | $4,011-0.3% | $3,239+23.5% | $5,850-31.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |