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 | $29,679 | $138,065-78.5% | $123,544-76.0% | $135,375-78.1% |
| Participation rate | 60.9% | 84.7%-23.9pp | 82.3%-21.4pp | 82.6%-21.8pp |
| Annual return | -10.65% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $913 | $5,151-82.3% | $4,628-80.3% | $4,779-80.9% |
| Participant deferral / active EE | $4,831 | $6,799-28.9% | $6,426-24.8% | $5,609-13.9% |
| Admin fee / account holder | $296 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |