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 | $108,664 | $70,756+53.6% | $65,493+65.9% | $142,382-23.7% |
| Participation rate | 28.6% | 77.4%-48.8pp | 73.1%-44.5pp | 80.1%-51.5pp |
| Annual return | 5.64% | 1754.89%-1749.3pp | 982.45%-976.8pp | 217.08%-211.4pp |
| Employer contribution / active EE | $1,106 | $2,881-61.6% | $2,574-57.0% | $4,299-74.3% |
| Participant deferral / active EE | $1,382 | $4,637-70.2% | $3,961-65.1% | $6,507-78.8% |
| Admin fee / account holder | $83 | $6,559-98.7% | $5,028-98.3% | $12,624-99.3% |