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 5-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 | $17,407 | $183,592-90.5% | $155,567-88.8% | $145,959-88.1% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.7pp | 80.3%-18.7pp |
| Annual return | 3.90% | 61.24%-57.3pp | 64.74%-60.8pp | 561.95%-558.1pp |
| Employer contribution / active EE | $1,197 | $5,315-77.5% | $4,674-74.4% | $4,661-74.3% |
| Participant deferral / active EE | $2,308 | $6,464-64.3% | $5,628-59.0% | $6,689-65.5% |
| Admin fee / account holder | $154 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |