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 | $22,003 | $57,354-61.6% | $83,848-73.8% | $64,186-65.7% |
| Participation rate | 35.4% | 68.6%-33.2pp | 76.1%-40.7pp | 69.6%-34.2pp |
| Annual return | -9.26% | 11.38%-20.6pp | 850.88%-860.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,049 | $2,545-58.8% | $3,631-71.1% | $2,381-55.9% |
| Participant deferral / active EE | $1,671 | $2,993-44.2% | $4,082-59.1% | $3,470-51.8% |
| Admin fee / account holder | $17 | $4,046-99.6% | $5,478-99.7% | $4,888-99.7% |