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 | $39,306 | $99,032-60.3% | $80,019-50.9% | $135,375-71.0% |
| Participation rate | 55.6% | 78.4%-22.8pp | 75.8%-20.3pp | 82.6%-27.1pp |
| Annual return | -12.33% | 15.39%-27.7pp | 11.22%-23.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $587 | $3,043-80.7% | $2,468-76.2% | $4,779-87.7% |
| Participant deferral / active EE | $8,695 | $4,282+103.0% | $3,686+135.9% | $5,609+55.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |