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 9-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 | $89,723 | $91,037-1.4% | $71,671+25.2% | $147,584-39.2% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 8.33% | 20.48%-12.1pp | 20.65%-12.3pp | 578.55%-570.2pp |
| Employer contribution / active EE | $2,382 | $3,327-28.4% | $2,460-3.2% | $4,876-51.2% |
| Participant deferral / active EE | $3,867 | $4,498-14.0% | $3,438+12.5% | $5,439-28.9% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |