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 | $17,216 | $40,256-57.2% | $57,343-70.0% | $59,632-71.1% |
| Participation rate | 31.3% | 69.2%-37.9pp | 75.1%-43.8pp | 68.7%-37.4pp |
| Annual return | -3.09% | 27.49%-30.6pp | 24.39%-27.5pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $511 | $1,922-73.4% | $2,689-81.0% | $2,203-76.8% |
| Participant deferral / active EE | $683 | $2,399-71.5% | $3,162-78.4% | $3,192-78.6% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |