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 | $40,569 | $97,757-58.5% | $83,848-51.6% | $135,375-70.0% |
| Participation rate | 43.8% | 80.0%-36.2pp | 76.1%-32.4pp | 82.6%-38.9pp |
| Annual return | -11.22% | 1287.37%-1298.6pp | 850.88%-862.1pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,792 | $4,222-57.6% | $3,631-50.6% | $4,779-62.5% |
| Participant deferral / active EE | $3,587 | $4,682-23.4% | $4,082-12.1% | $5,609-36.1% |
| Admin fee / account holder | $220 | $6,674-96.7% | $5,478-96.0% | $10,827-98.0% |