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 | $22,634 | $32,117-29.5% | $71,086-68.2% | $64,186-64.7% |
| Participation rate | 39.3% | 42.7%-3.4pp | 54.7%-15.4pp | 69.6%-30.3pp |
| Annual return | -11.15% | -5.57%-5.6pp | 650.59%-661.7pp | 7.63%-18.8pp |
| Employer contribution / active EE | $829 | $712+16.5% | $1,088-23.7% | $2,381-65.2% |
| Participant deferral / active EE | $2,669 | $1,263+111.3% | $1,874+42.4% | $3,470-23.1% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |