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 | $9,357 | $99,921-90.6% | $85,009-89.0% | $145,959-93.6% |
| Participation rate | 36.8% | 74.1%-37.2pp | 67.5%-30.7pp | 80.3%-43.4pp |
| Annual return | -84.80% | 83.89%-168.7pp | 66.47%-151.3pp | 561.95%-646.8pp |
| Employer contribution / active EE | $523 | $3,233-83.8% | $2,728-80.8% | $4,661-88.8% |
| Participant deferral / active EE | $928 | $5,293-82.5% | $4,522-79.5% | $6,689-86.1% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |