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 | $59,399 | $76,000-21.8% | $154,107-61.5% | $64,186-7.5% |
| Participation rate | 21.4% | 70.4%-49.0pp | 83.0%-61.6pp | 69.6%-48.1pp |
| Annual return | -10.06% | 30.32%-40.4pp | 735.12%-745.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $491 | $3,351-85.4% | $5,298-90.7% | $2,381-79.4% |
| Participant deferral / active EE | $1,509 | $3,175-52.5% | $5,081-70.3% | $3,470-56.5% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |