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 | $44,776 | $32,117+39.4% | $71,086-37.0% | $64,186-30.2% |
| Participation rate | 32.7% | 42.7%-10.0pp | 54.7%-22.0pp | 69.6%-36.9pp |
| Annual return | -11.46% | -5.57%-5.9pp | 650.59%-662.0pp | 7.63%-19.1pp |
| Employer contribution / active EE | $212 | $712-70.2% | $1,088-80.5% | $2,381-91.1% |
| Participant deferral / active EE | $1,214 | $1,263-3.9% | $1,874-35.2% | $3,470-65.0% |
| Admin fee / account holder | $117 | $2,759-95.7% | $3,082-96.2% | $4,888-97.6% |