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 | $76,430 | $133,958-42.9% | $112,228-31.9% | $134,475-43.2% |
| Participation rate | 61.1% | 78.6%-17.4pp | 75.1%-13.9pp | 81.2%-20.1pp |
| Annual return | -26.45% | 47.11%-73.6pp | 27.45%-53.9pp | 417.96%-444.4pp |
| Employer contribution / active EE | $2,145 | $4,038-46.9% | $3,635-41.0% | $4,740-54.7% |
| Participant deferral / active EE | $4,580 | $5,291-13.4% | $4,728-3.1% | $6,400-28.4% |
| Admin fee / account holder | $166 | $7,489-97.8% | $6,410-97.4% | $11,426-98.5% |