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 | $20,213 | $76,000-73.4% | $154,107-86.9% | $64,186-68.5% |
| Participation rate | 69.0% | 70.4%-1.5pp | 83.0%-14.1pp | 69.6%-0.6pp |
| Annual return | -9.06% | 30.32%-39.4pp | 735.12%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,619 | $3,351-51.7% | $5,298-69.4% | $2,381-32.0% |
| Participant deferral / active EE | $2,249 | $3,175-29.2% | $5,081-55.7% | $3,470-35.2% |
| Admin fee / account holder | $36 | $5,596-99.4% | $13,411-99.7% | $4,888-99.3% |