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 8-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 | $100,627 | $209,411-51.9% | $178,490-43.6% | $158,922-36.7% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 0.32% | 188.75%-188.4pp | 151.07%-150.7pp | 302.83%-302.5pp |
| Employer contribution / active EE | $5,688 | $5,706-0.3% | $5,011+13.5% | $4,761+19.5% |
| Participant deferral / active EE | $2,850 | $5,954-52.1% | $5,202-45.2% | $5,982-52.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |