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 | $113,967 | $89,753+27.0% | $107,525+6.0% | $84,808+34.4% |
| Participation rate | 37.0% | 68.1%-31.0pp | 75.1%-38.0pp | 68.3%-31.3pp |
| Annual return | 12.56% | 29.48%-16.9pp | 181.32%-168.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,123 | $3,113-63.9% | $3,754-70.1% | $2,631-57.3% |
| Participant deferral / active EE | $5,425 | $4,056+33.7% | $5,116+6.0% | $4,212+28.8% |
| Admin fee / account holder | $50 | $7,222-99.3% | $8,919-99.4% | $7,344-99.3% |