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 | $152,005 | $154,117-1.4% | $129,995+16.9% | $139,434+9.0% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 2.96% | 32.48%-29.5pp | -137.18%+140.1pp | 372.94%-370.0pp |
| Employer contribution / active EE | $1,777 | $5,289-66.4% | $4,320-58.9% | $4,751-62.6% |
| Participant deferral / active EE | $4,658 | $6,710-30.6% | $5,820-20.0% | $6,710-30.6% |
| Admin fee / account holder | $2 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |