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 | $35,031 | $152,509-77.0% | $117,472-70.2% | $134,475-73.9% |
| Participation rate | 60.9% | 77.1%-16.2pp | 70.6%-9.7pp | 81.2%-20.4pp |
| Annual return | -38.61% | 52.99%-91.6pp | 29.74%-68.3pp | 417.96%-456.6pp |
| Employer contribution / active EE | $1,128 | $5,571-79.8% | $4,176-73.0% | $4,740-76.2% |
| Participant deferral / active EE | $1,897 | $4,818-60.6% | $4,070-53.4% | $6,400-70.4% |
| Admin fee / account holder | $245 | $7,004-96.5% | $5,645-95.7% | $11,426-97.9% |