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 | $31,866 | $54,350-41.4% | $82,719-61.5% | $68,494-53.5% |
| Participation rate | 12.1% | 63.9%-51.8pp | 72.6%-60.4pp | 67.9%-55.8pp |
| Annual return | -19.96% | -13.67%-6.3pp | 701.18%-721.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $467 | $2,218-79.0% | $3,009-84.5% | $2,596-82.0% |
| Participant deferral / active EE | $1,024 | $3,246-68.5% | $4,395-76.7% | $4,027-74.6% |
| Admin fee / account holder | $95 | $4,395-97.8% | $5,329-98.2% | $5,403-98.2% |