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 | $52,377 | $48,570+7.8% | $130,648-59.9% | $72,985-28.2% |
| Participation rate | 24.5% | 58.6%-34.1pp | 71.7%-47.3pp | 69.5%-45.0pp |
| Annual return | 5.37% | 38.63%-33.3pp | 1708.96%-1703.6pp | 81.00%-75.6pp |
| Employer contribution / active EE | $353 | $1,334-73.5% | $4,092-91.4% | $2,440-85.5% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $298 | $3,549-91.6% | $5,464-94.6% | $5,124-94.2% |