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 | $143,767 | $81,900+75.5% | $119,609+20.2% | $68,494+109.9% |
| Participation rate | 21.7% | 71.9%-50.2pp | 79.3%-57.5pp | 67.9%-46.1pp |
| Annual return | -21.91% | -23.82%+1.9pp | -14.97%-6.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $835 | $2,693-69.0% | $4,232-80.3% | $2,596-67.8% |
| Participant deferral / active EE | $2,691 | $4,148-35.1% | $5,602-52.0% | $4,027-33.2% |
| Admin fee / account holder | $10 | $6,582-99.9% | $10,323-99.9% | $5,403-99.8% |