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 | $28,035 | $97,757-71.3% | $83,848-66.6% | $135,375-79.3% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -10.19% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,169 | $4,222-72.3% | $3,631-67.8% | $4,779-75.5% |
| Participant deferral / active EE | $3,511 | $4,682-25.0% | $4,082-14.0% | $5,609-37.4% |
| Admin fee / account holder | $127 | $6,674-98.1% | $5,478-97.7% | $10,827-98.8% |