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 | $20,071 | $95,971-79.1% | $74,550-73.1% | $135,375-85.2% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | -11.56% | 56.96%-68.5pp | 32.53%-44.1pp | 519.73%-531.3pp |
| Employer contribution / active EE | $502 | $2,716-81.5% | $1,961-74.4% | $4,779-89.5% |
| Participant deferral / active EE | $2,123 | $3,843-44.8% | $3,108-31.7% | $5,609-62.2% |
| Admin fee / account holder | $20 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |