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 | $101,201 | $71,883+40.8% | $86,677+16.8% | $68,494+47.8% |
| Participation rate | 44.8% | 72.2%-27.4pp | 76.6%-31.7pp | 67.9%-23.1pp |
| Annual return | -20.54% | 3.52%-24.1pp | 35.91%-56.4pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,175 | $2,173-45.9% | $2,836-58.6% | $2,596-54.7% |
| Participant deferral / active EE | $3,294 | $3,779-12.8% | $4,656-29.3% | $4,027-18.2% |
| Admin fee / account holder | $160 | $6,112-97.4% | $7,493-97.9% | $5,403-97.0% |