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 10-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 | $112,194 | $67,331+66.6% | $60,874+84.3% | $134,475-16.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -39.76% | 49.93%-89.7pp | 16.90%-56.7pp | 417.96%-457.7pp |
| Employer contribution / active EE | $2,103 | $3,096-32.1% | $2,701-22.2% | $4,740-55.6% |
| Participant deferral / active EE | $2,947 | $4,538-35.1% | $3,817-22.8% | $6,400-54.0% |
| Admin fee / account holder | $120 | $4,582-97.4% | $3,224-96.3% | $11,426-98.9% |