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 | $42,435 | $138,065-69.3% | $123,544-65.7% | $135,375-68.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -10.71% | 153.68%-164.4pp | 119.20%-129.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,960 | $5,151-42.5% | $4,628-36.0% | $4,779-38.1% |
| Participant deferral / active EE | $3,610 | $6,799-46.9% | $6,426-43.8% | $5,609-35.6% |
| Admin fee / account holder | $127 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |