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 7-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 | $74,029 | $90,600-18.3% | $79,464-6.8% | $135,375-45.3% |
| Participation rate | 18.2% | 76.0%-57.9pp | 73.3%-55.2pp | 82.6%-64.5pp |
| Annual return | -10.70% | 977.43%-988.1pp | 718.14%-728.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $936 | $3,068-69.5% | $2,800-66.6% | $4,779-80.4% |
| Participant deferral / active EE | $2,034 | $4,050-49.8% | $3,704-45.1% | $5,609-63.7% |
| Admin fee / account holder | $45 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |