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 | $20,649 | $90,397-77.2% | $76,002-72.8% | $145,959-85.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 5.26% | 621.97%-616.7pp | 360.07%-354.8pp | 561.95%-556.7pp |
| Employer contribution / active EE | $1,902 | $3,317-42.7% | $2,688-29.2% | $4,661-59.2% |
| Participant deferral / active EE | $1,902 | $5,163-63.2% | $4,257-55.3% | $6,689-71.6% |
| Admin fee / account holder | $191 | $8,369-97.7% | $6,414-97.0% | $13,398-98.6% |