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 7-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 | $118,237 | $177,572-33.4% | $154,803-23.6% | $142,382-17.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 9.76% | 65.07%-55.3pp | 58.88%-49.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,454 | $4,810-49.0% | $4,305-43.0% | $4,299-42.9% |
| Participant deferral / active EE | $3,680 | $6,272-41.3% | $5,540-33.6% | $6,507-43.4% |
| Admin fee / account holder | $90 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |