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 | $41,449 | $100,773-58.9% | $88,946-53.4% | $142,382-70.9% |
| Participation rate | 64.3% | 74.3%-10.0pp | 68.8%-4.6pp | 80.1%-15.8pp |
| Annual return | -22.82% | 70.18%-93.0pp | 57.82%-80.6pp | 217.08%-239.9pp |
| Employer contribution / active EE | $2,163 | $2,918-25.9% | $2,555-15.3% | $4,299-49.7% |
| Participant deferral / active EE | $2,835 | $5,230-45.8% | $4,581-38.1% | $6,507-56.4% |
| Admin fee / account holder | $278 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |