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 | $37,878 | $197,825-80.9% | $155,790-75.7% | $125,391-69.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -5.91% | 86.74%-92.6pp | 71.54%-77.4pp | 282.22%-288.1pp |
| Employer contribution / active EE | $2,590 | $4,847-46.6% | $3,836-32.5% | $4,866-46.8% |
| Participant deferral / active EE | $2,000 | $5,630-64.5% | $4,797-58.3% | $5,352-62.6% |
| Admin fee / account holder | $166 | $9,545-98.3% | $7,478-97.8% | $9,540-98.3% |