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 | $92,697 | $59,805+55.0% | $79,550+16.5% | $68,494+35.3% |
| Participation rate | 31.8% | 61.1%-29.2pp | 69.5%-37.7pp | 67.9%-36.1pp |
| Annual return | -21.46% | -12.30%-9.2pp | 0.16%-21.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $945 | $1,505-37.2% | $2,413-60.9% | $2,596-63.6% |
| Participant deferral / active EE | $2,690 | $3,024-11.1% | $3,985-32.5% | $4,027-33.2% |
| Admin fee / account holder | $278 | $4,835-94.2% | $6,832-95.9% | $5,403-94.8% |