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 | $39,761 | $76,000-47.7% | $154,107-74.2% | $64,186-38.1% |
| Participation rate | 20.9% | 70.4%-49.5pp | 83.0%-62.1pp | 69.6%-48.7pp |
| Annual return | -8.53% | 30.32%-38.9pp | 735.12%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $457 | $3,351-86.4% | $5,298-91.4% | $2,381-80.8% |
| Participant deferral / active EE | $1,223 | $3,175-61.5% | $5,081-75.9% | $3,470-64.7% |
| Admin fee / account holder | $150 | $5,596-97.3% | $13,411-98.9% | $4,888-96.9% |