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 | $50,888 | $138,065-63.1% | $123,544-58.8% | $135,375-62.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -11.31% | 153.68%-165.0pp | 119.20%-130.5pp | 519.73%-531.0pp |
| Employer contribution / active EE | $2,236 | $5,151-56.6% | $4,628-51.7% | $4,779-53.2% |
| Participant deferral / active EE | $8,386 | $6,799+23.3% | $6,426+30.5% | $5,609+49.5% |
| Admin fee / account holder | $24 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |