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 | $61,957 | $93,024-33.4% | $77,024-19.6% | $134,475-53.9% |
| Participation rate | 27.3% | 74.5%-47.2pp | 67.9%-40.6pp | 81.2%-53.9pp |
| Annual return | -22.08% | 62.60%-84.7pp | 42.32%-64.4pp | 417.96%-440.0pp |
| Employer contribution / active EE | $886 | $3,418-74.1% | $2,812-68.5% | $4,740-81.3% |
| Participant deferral / active EE | $1,557 | $5,238-70.3% | $4,426-64.8% | $6,400-75.7% |
| Admin fee / account holder | $91 | $6,944-98.7% | $5,425-98.3% | $11,426-99.2% |