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 | $37,149 | $72,404-48.7% | $110,238-66.3% | $64,186-42.1% |
| Participation rate | 34.6% | 73.3%-38.7pp | 79.8%-45.2pp | 69.6%-35.0pp |
| Annual return | -9.38% | -6.29%-3.1pp | 314.74%-324.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $954 | $2,282-58.2% | $3,826-75.1% | $2,381-59.9% |
| Participant deferral / active EE | $2,604 | $3,469-24.9% | $4,672-44.3% | $3,470-24.9% |
| Admin fee / account holder | $36 | $5,664-99.4% | $8,547-99.6% | $4,888-99.3% |