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 | $183,592-67.1% | $155,567-61.1% | $145,959-58.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 6.57% | 61.24%-54.7pp | 64.74%-58.2pp | 561.95%-555.4pp |
| Employer contribution / active EE | $7,512 | $5,315+41.3% | $4,674+60.7% | $4,661+61.2% |
| Participant deferral / active EE | $5,872 | $6,464-9.2% | $5,628+4.3% | $6,689-12.2% |
| Admin fee / account holder | $104 | $19,318-99.5% | $15,916-99.3% | $13,398-99.2% |