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 | $60,734 | $88,594-31.4% | $70,092-13.4% | $134,475-54.8% |
| Participation rate | 26.7% | 74.9%-48.3pp | 70.5%-43.8pp | 81.2%-54.6pp |
| Annual return | -27.92% | 442.67%-470.6pp | 190.73%-218.7pp | 417.96%-445.9pp |
| Employer contribution / active EE | $1,132 | $3,233-65.0% | $2,559-55.8% | $4,740-76.1% |
| Participant deferral / active EE | $2,280 | $4,772-52.2% | $3,849-40.8% | $6,400-64.4% |
| Admin fee / account holder | $24 | $10,441-99.8% | $6,267-99.6% | $11,426-99.8% |