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 | $12,909 | $76,000-83.0% | $154,107-91.6% | $64,186-79.9% |
| Participation rate | 53.7% | 70.4%-16.7pp | 83.0%-29.3pp | 69.6%-15.9pp |
| Annual return | -17.18% | 30.32%-47.5pp | 735.12%-752.3pp | 7.63%-24.8pp |
| Employer contribution / active EE | $1,052 | $3,351-68.6% | $5,298-80.1% | $2,381-55.8% |
| Participant deferral / active EE | $1,948 | $3,175-38.7% | $5,081-61.7% | $3,470-43.9% |
| Admin fee / account holder | $15 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |