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 | $32,583 | $100,773-67.7% | $88,946-63.4% | $142,382-77.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 1.79% | 70.18%-68.4pp | 57.82%-56.0pp | 217.08%-215.3pp |
| Employer contribution / active EE | $3,369 | $2,918+15.5% | $2,555+31.9% | $4,299-21.6% |
| Participant deferral / active EE | $3,444 | $5,230-34.1% | $4,581-24.8% | $6,507-47.1% |
| Admin fee / account holder | $69 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |