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 | $88,358 | $117,381-24.7% | $99,443-11.1% | $152,861-42.2% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 1.17% | 31.87%-30.7pp | 30.72%-29.6pp | 345.32%-344.2pp |
| Employer contribution / active EE | $4,800 | $3,013+59.3% | $2,540+89.0% | $4,762+0.8% |
| Participant deferral / active EE | $18,000 | $4,086+340.5% | $3,619+397.4% | $5,850+207.7% |
| Admin fee / account holder | $224 | $7,631-97.1% | $6,250-96.4% | $11,596-98.1% |