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 | $11,261 | $90,600-87.6% | $79,464-85.8% | $135,375-91.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -10.49% | 977.43%-987.9pp | 718.14%-728.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $994 | $3,068-67.6% | $2,800-64.5% | $4,779-79.2% |
| Participant deferral / active EE | $1,988 | $4,050-50.9% | $3,704-46.3% | $5,609-64.6% |
| Admin fee / account holder | $54 | $5,907-99.1% | $5,113-98.9% | $10,827-99.5% |