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 | $68,670 | $133,958-48.7% | $112,228-38.8% | $134,475-48.9% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -23.99% | 47.11%-71.1pp | 27.45%-51.4pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,194 | $4,038-45.7% | $3,635-39.6% | $4,740-53.7% |
| Participant deferral / active EE | $3,411 | $5,291-35.5% | $4,728-27.9% | $6,400-46.7% |
| Admin fee / account holder | $264 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |