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 | $30,652 | $127,386-75.9% | $115,037-73.4% | $125,391-75.6% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -5.36% | 31.28%-36.6pp | 26.14%-31.5pp | 282.22%-287.6pp |
| Employer contribution / active EE | $2,179 | $5,166-57.8% | $4,608-52.7% | $4,866-55.2% |
| Participant deferral / active EE | $2,979 | $6,423-53.6% | $6,026-50.6% | $5,352-44.3% |
| Admin fee / account holder | $153 | $9,516-98.4% | $8,175-98.1% | $9,540-98.4% |