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 | $19,018 | $84,695-77.5% | $73,843-74.2% | $125,391-84.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -9.01% | 3123.53%-3132.5pp | 2267.84%-2276.9pp | 282.22%-291.2pp |
| Employer contribution / active EE | $857 | $3,123-72.6% | $2,787-69.2% | $4,866-82.4% |
| Participant deferral / active EE | $7,351 | $3,992+84.1% | $3,583+105.1% | $5,352+37.4% |
| Admin fee / account holder | $156 | $5,691-97.3% | $4,880-96.8% | $9,540-98.4% |