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 | $25,717 | $97,757-73.7% | $83,848-69.3% | $135,375-81.0% |
| Participation rate | 27.3% | 80.0%-52.7pp | 76.1%-48.9pp | 82.6%-55.4pp |
| Annual return | -10.37% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,127 | $4,222-73.3% | $3,631-69.0% | $4,779-76.4% |
| Participant deferral / active EE | $1,356 | $4,682-71.0% | $4,082-66.8% | $5,609-75.8% |
| Admin fee / account holder | $49 | $6,674-99.3% | $5,478-99.1% | $10,827-99.5% |