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 | $51,807 | $217,402-76.2% | $185,823-72.1% | $167,490-69.1% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 6.95% | 148.36%-141.4pp | 122.05%-115.1pp | 478.56%-471.6pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,000 | $6,356-5.6% | $5,568+7.8% | $6,341-5.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |