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 | $72,911 | $89,753-18.8% | $107,525-32.2% | $84,808-14.0% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 5.85% | 29.48%-23.6pp | 181.32%-175.5pp | 40.90%-35.0pp |
| Employer contribution / active EE | $1,889 | $3,113-39.3% | $3,754-49.7% | $2,631-28.2% |
| Participant deferral / active EE | $3,928 | $4,056-3.2% | $5,116-23.2% | $4,212-6.7% |
| Admin fee / account holder | $57 | $7,222-99.2% | $8,919-99.4% | $7,344-99.2% |