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 | $59,043 | $138,065-57.2% | $123,544-52.2% | $135,375-56.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -12.43% | 153.68%-166.1pp | 119.20%-131.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,120 | $5,151-78.3% | $4,628-75.8% | $4,779-76.6% |
| Participant deferral / active EE | $6,966 | $6,799+2.5% | $6,426+8.4% | $5,609+24.2% |
| Admin fee / account holder | $18 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |