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 | $54,020 | $76,000-28.9% | $154,107-64.9% | $64,186-15.8% |
| Participation rate | 51.7% | 70.4%-18.7pp | 83.0%-31.3pp | 69.6%-17.8pp |
| Annual return | -8.39% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,133 | $3,351-36.4% | $5,298-59.7% | $2,381-10.4% |
| Participant deferral / active EE | $1,866 | $3,175-41.2% | $5,081-63.3% | $3,470-46.2% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |