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 | $23,402 | $107,791-78.3% | $90,645-74.2% | $135,375-82.7% |
| Participation rate | 30.0% | 78.0%-48.0pp | 74.0%-44.0pp | 82.6%-52.6pp |
| Annual return | -44.48% | -0.90%-43.6pp | 1.88%-46.4pp | 519.73%-564.2pp |
| Employer contribution / active EE | $973 | $3,018-67.8% | $2,532-61.6% | $4,779-79.6% |
| Participant deferral / active EE | $5,355 | $3,872+38.3% | $3,425+56.4% | $5,609-4.5% |
| Admin fee / account holder | $141 | $5,930-97.6% | $4,994-97.2% | $10,827-98.7% |