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 | $109,443 | $97,757+12.0% | $83,848+30.5% | $135,375-19.2% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -9.73% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,130 | $4,222-73.2% | $3,631-68.9% | $4,779-76.3% |
| Participant deferral / active EE | $2,136 | $4,682-54.4% | $4,082-47.7% | $5,609-61.9% |
| Admin fee / account holder | $52 | $6,674-99.2% | $5,478-99.1% | $10,827-99.5% |