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 | $32,901 | $135,635-75.7% | $110,238-70.2% | $135,375-75.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -10.01% | 513.19%-523.2pp | 314.74%-324.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,267 | $4,906-53.8% | $3,826-40.8% | $4,779-52.6% |
| Participant deferral / active EE | $2,833 | $5,506-48.5% | $4,672-39.4% | $5,609-49.5% |
| Admin fee / account holder | $139 | $11,457-98.8% | $8,547-98.4% | $10,827-98.7% |