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 | $86,426 | $49,177+75.7% | $79,464+8.8% | $64,186+34.7% |
| Participation rate | 35.7% | 65.0%-29.3pp | 73.3%-37.6pp | 69.6%-33.9pp |
| Annual return | -9.84% | -1.16%-8.7pp | 718.14%-728.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,720 | $2,076-17.2% | $2,800-38.6% | $2,381-27.8% |
| Participant deferral / active EE | $4,686 | $2,821+66.1% | $3,704+26.5% | $3,470+35.1% |
| Admin fee / account holder | $93 | $3,839-97.6% | $5,113-98.2% | $4,888-98.1% |