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 | $35,274 | $93,024-62.1% | $77,024-54.2% | $134,475-73.8% |
| Participation rate | 52.4% | 74.5%-22.1pp | 67.9%-15.5pp | 81.2%-28.8pp |
| Annual return | -22.12% | 62.60%-84.7pp | 42.32%-64.4pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,101 | $3,418-67.8% | $2,812-60.9% | $4,740-76.8% |
| Participant deferral / active EE | $3,796 | $5,238-27.5% | $4,426-14.2% | $6,400-40.7% |
| Admin fee / account holder | $13 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |