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 | $111,216 | $133,958-17.0% | $112,228-0.9% | $134,475-17.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -23.39% | 47.11%-70.5pp | 27.45%-50.8pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,314 | $4,038-42.7% | $3,635-36.3% | $4,740-51.2% |
| Participant deferral / active EE | $8,737 | $5,291+65.1% | $4,728+84.8% | $6,400+36.5% |
| Admin fee / account holder | $13 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |