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 4-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 | $54,051 | $96,305-43.9% | $80,569-32.9% | $139,434-61.2% |
| Participation rate | 55.6% | 73.6%-18.1pp | 67.0%-11.4pp | 80.3%-24.8pp |
| Annual return | 1.79% | 1350.08%-1348.3pp | 935.43%-933.6pp | 372.94%-371.2pp |
| Employer contribution / active EE | $2,019 | $3,262-38.1% | $2,723-25.9% | $4,751-57.5% |
| Participant deferral / active EE | $3,439 | $5,232-34.3% | $4,447-22.7% | $6,710-48.7% |
| Admin fee / account holder | $1 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |