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 | $24,842 | $158,817-84.4% | $121,196-79.5% | $135,375-81.6% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.7%-38.4pp | 82.6%-49.3pp |
| Annual return | -10.09% | -0.64%-9.5pp | 16.93%-27.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,742 | $5,665-69.2% | $4,022-56.7% | $4,779-63.5% |
| Participant deferral / active EE | $2,183 | $4,005-45.5% | $3,344-34.7% | $5,609-61.1% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |