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 | $39,602 | $112,096-64.7% | $95,952-58.7% | $158,922-75.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 4.56% | 171.09%-166.5pp | 91.61%-87.1pp | 302.83%-298.3pp |
| Employer contribution / active EE | $1,202 | $3,198-62.4% | $2,541-52.7% | $4,761-74.8% |
| Participant deferral / active EE | $1,923 | $4,784-59.8% | $4,167-53.8% | $5,982-67.8% |
| Admin fee / account holder | $97 | $10,130-99.0% | $6,795-98.6% | $11,246-99.1% |