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 | $164,623 | $108,172+52.2% | $77,482+112.5% | $158,922+3.6% |
| Participation rate | 15.0% | 64.4%-49.4pp | 54.2%-39.2pp | 82.0%-67.0pp |
| Annual return | -10.31% | 31.67%-42.0pp | 54.79%-65.1pp | 302.83%-313.1pp |
| Employer contribution / active EE | $207 | $1,325-84.4% | $986-79.0% | $4,761-95.7% |
| Participant deferral / active EE | $1,108 | $2,456-54.9% | $1,861-40.5% | $5,982-81.5% |
| Admin fee / account holder | $16 | $3,708-99.6% | $2,858-99.4% | $11,246-99.9% |