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 | $17,043 | $111,754-84.7% | $103,333-83.5% | $145,922-88.3% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 7.80% | 24.77%-17.0pp | 24.88%-17.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,192 | $4,212-71.7% | $3,868-69.2% | $4,660-74.4% |
| Participant deferral / active EE | $2,080 | $5,619-63.0% | $5,057-58.9% | $6,688-68.9% |
| Admin fee / account holder | $116 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |