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 | $45,568 | $76,000-40.0% | $154,107-70.4% | $64,186-29.0% |
| Participation rate | 16.1% | 70.4%-54.3pp | 83.0%-66.9pp | 69.6%-53.4pp |
| Annual return | -8.06% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $622 | $3,351-81.4% | $5,298-88.3% | $2,381-73.9% |
| Participant deferral / active EE | $1,468 | $3,175-53.8% | $5,081-71.1% | $3,470-57.7% |
| Admin fee / account holder | $133 | $5,596-97.6% | $13,411-99.0% | $4,888-97.3% |