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 | $18,905 | $97,757-80.7% | $83,848-77.5% | $135,375-86.0% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -14.23% | 1287.37%-1301.6pp | 850.88%-865.1pp | 519.73%-534.0pp |
| Employer contribution / active EE | $2,292 | $4,222-45.7% | $3,631-36.9% | $4,779-52.0% |
| Participant deferral / active EE | $3,398 | $4,682-27.4% | $4,082-16.8% | $5,609-39.4% |
| Admin fee / account holder | $128 | $6,674-98.1% | $5,478-97.7% | $10,827-98.8% |