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 3-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 | $21,584 | $111,754-80.7% | $103,333-79.1% | $145,922-85.2% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 8.28% | 24.77%-16.5pp | 24.88%-16.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $993 | $4,212-76.4% | $3,868-74.3% | $4,660-78.7% |
| Participant deferral / active EE | $5,631 | $5,619+0.2% | $5,057+11.3% | $6,688-15.8% |
| Admin fee / account holder | $254 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |