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 6-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 | $60,468 | $183,519-67.1% | $155,509-61.1% | $145,922-58.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 6.57% | 61.17%-54.6pp | 64.67%-58.1pp | 561.29%-554.7pp |
| Employer contribution / active EE | $7,512 | $5,313+41.4% | $4,672+60.8% | $4,660+61.2% |
| Participant deferral / active EE | $5,872 | $6,462-9.1% | $5,626+4.4% | $6,688-12.2% |
| Admin fee / account holder | $104 | $19,313-99.5% | $15,912-99.3% | $13,397-99.2% |