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 | $127,968 | $183,519-30.3% | $155,509-17.7% | $145,922-12.3% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.7pp | 80.3%-35.8pp |
| Annual return | 5.03% | 61.17%-56.1pp | 64.67%-59.6pp | 561.29%-556.3pp |
| Employer contribution / active EE | $1,101 | $5,313-79.3% | $4,672-76.4% | $4,660-76.4% |
| Participant deferral / active EE | $5,981 | $6,462-7.5% | $5,626+6.3% | $6,688-10.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |