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 | $59,778 | $76,000-21.3% | $154,107-61.2% | $64,186-6.9% |
| Participation rate | 64.7% | 70.4%-5.7pp | 83.0%-18.3pp | 69.6%-4.9pp |
| Annual return | -8.68% | 30.32%-39.0pp | 735.12%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,618 | $3,351-51.7% | $5,298-69.5% | $2,381-32.1% |
| Participant deferral / active EE | $4,767 | $3,175+50.1% | $5,081-6.2% | $3,470+37.4% |
| Admin fee / account holder | $96 | $5,596-98.3% | $13,411-99.3% | $4,888-98.0% |