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 | $81,459 | $177,572-54.1% | $154,803-47.4% | $142,382-42.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 10.44% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,044 | $4,810-78.3% | $4,305-75.8% | $4,299-75.7% |
| Participant deferral / active EE | $12,095 | $6,272+92.9% | $5,540+118.3% | $6,507+85.9% |
| Admin fee / account holder | $284 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |