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 | $56,399 | $81,460-30.8% | $103,333-45.4% | $80,856-30.2% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.7pp | 67.6%-24.8pp |
| Annual return | 8.95% | 25.55%-16.6pp | 24.88%-15.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,584 | $3,105-49.0% | $3,868-59.1% | $2,755-42.5% |
| Participant deferral / active EE | $3,197 | $3,869-17.4% | $5,057-36.8% | $4,296-25.6% |
| Admin fee / account holder | $7 | $6,566-99.9% | $8,355-99.9% | $6,918-99.9% |