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 | $42,839 | $138,065-69.0% | $123,544-65.3% | $135,375-68.4% |
| Participation rate | 39.1% | 84.7%-45.6pp | 82.3%-43.2pp | 82.6%-43.5pp |
| Annual return | -10.11% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,449 | $5,151-52.5% | $4,628-47.1% | $4,779-48.8% |
| Participant deferral / active EE | $6,075 | $6,799-10.7% | $6,426-5.5% | $5,609+8.3% |
| Admin fee / account holder | $240 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |