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 | $77,314-52.9% | $177,989-79.5% | $80,856-55.0% |
| Participation rate | 56.0% | 65.7%-9.7pp | 77.1%-21.1pp | 67.6%-11.6pp |
| Annual return | 7.35% | 18.09%-10.7pp | 294.48%-287.1pp | 35.59%-28.2pp |
| Employer contribution / active EE | $1,247 | $2,292-45.6% | $3,949-68.4% | $2,755-54.7% |
| Participant deferral / active EE | $2,650 | $4,411-39.9% | $6,276-57.8% | $4,296-38.3% |
| Admin fee / account holder | $54 | $7,191-99.3% | $10,363-99.5% | $6,918-99.2% |