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 | $26,673 | $56,199-52.5% | $67,652-60.6% | $59,632-55.3% |
| Participation rate | 64.0% | 71.5%-7.5pp | 75.7%-11.7pp | 68.7%-4.7pp |
| Annual return | -3.04% | 18505.31%-18508.3pp | 6625.04%-6628.1pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $777 | $1,614-51.9% | $2,266-65.7% | $2,203-64.7% |
| Participant deferral / active EE | $2,061 | $2,844-27.5% | $3,560-42.1% | $3,192-35.4% |
| Admin fee / account holder | $170 | $3,958-95.7% | $4,821-96.5% | $4,297-96.1% |