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 | $20,014 | $76,000-73.7% | $154,107-87.0% | $64,186-68.8% |
| Participation rate | 54.9% | 70.4%-15.5pp | 83.0%-28.1pp | 69.6%-14.6pp |
| Annual return | -9.13% | 30.32%-39.5pp | 735.12%-744.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $635 | $3,351-81.0% | $5,298-88.0% | $2,381-73.3% |
| Participant deferral / active EE | $1,030 | $3,175-67.6% | $5,081-79.7% | $3,470-70.3% |
| Admin fee / account holder | $138 | $5,596-97.5% | $13,411-99.0% | $4,888-97.2% |