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 | $225,770 | $105,860+113.3% | $90,749+148.8% | $134,475+67.9% |
| Participation rate | 27.3% | 78.2%-51.0pp | 75.7%-48.4pp | 81.2%-53.9pp |
| Annual return | -31.28% | -11.01%-20.3pp | -12.16%-19.1pp | 417.96%-449.2pp |
| Employer contribution / active EE | $657 | $3,462-81.0% | $2,921-77.5% | $4,740-86.1% |
| Participant deferral / active EE | $3,099 | $5,216-40.6% | $4,564-32.1% | $6,400-51.6% |
| Admin fee / account holder | $30 | $13,938-99.8% | $8,445-99.6% | $11,426-99.7% |