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 | $70,960 | $72,071-1.5% | $68,368+3.8% | $137,256-48.3% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 11.85% | 353.14%-341.3pp | 292.57%-280.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,723 | $4,410-60.9% | $4,123-58.2% | $6,407-73.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |