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 | $72,453 | $148,534-51.2% | $135,903-46.7% | $139,434-48.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 6.21% | 79.19%-73.0pp | 68.23%-62.0pp | 372.94%-366.7pp |
| Employer contribution / active EE | $18,913 | $5,243+260.7% | $4,856+289.5% | $4,751+298.1% |
| Participant deferral / active EE | $13,558 | $8,100+67.4% | $7,758+74.8% | $6,710+102.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |