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 8-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 | $36,422 | $77,164-52.8% | $178,014-79.5% | $80,874-55.0% |
| Participation rate | 56.0% | 65.7%-9.7pp | 77.1%-21.1pp | 67.6%-11.6pp |
| Annual return | 7.35% | 18.09%-10.7pp | 294.80%-287.4pp | 35.62%-28.3pp |
| Employer contribution / active EE | $1,247 | $2,288-45.5% | $3,950-68.4% | $2,756-54.8% |
| Participant deferral / active EE | $2,650 | $4,408-39.9% | $6,276-57.8% | $4,297-38.3% |
| Admin fee / account holder | $54 | $7,164-99.3% | $10,362-99.5% | $6,935-99.2% |