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 7-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 | $143,894 | $118,849+21.1% | $96,562+49.0% | $167,490-14.1% |
| Participation rate | 36.4% | 75.5%-39.1pp | 69.8%-33.5pp | 82.1%-45.7pp |
| Annual return | 4.69% | 50.49%-45.8pp | 37.78%-33.1pp | 478.56%-473.9pp |
| Employer contribution / active EE | $512 | $3,120-83.6% | $2,356-78.3% | $4,837-89.4% |
| Participant deferral / active EE | $1,251 | $4,616-72.9% | $3,849-67.5% | $6,341-80.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |