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 | $30,248 | $109,327-72.3% | $89,391-66.2% | $158,922-81.0% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.0%-23.5pp | 82.0%-37.5pp |
| Annual return | 2.57% | 345.68%-343.1pp | 245.62%-243.0pp | 302.83%-300.3pp |
| Employer contribution / active EE | $1,120 | $3,170-64.7% | $2,586-56.7% | $4,761-76.5% |
| Participant deferral / active EE | $5,359 | $4,598+16.6% | $3,890+37.8% | $5,982-10.4% |
| Admin fee / account holder | $274 | $6,153-95.6% | $4,881-94.4% | $11,246-97.6% |