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 | $29,906 | $43,723-31.6% | $121,196-75.3% | $64,186-53.4% |
| Participation rate | 63.0% | 58.3%+4.6pp | 71.7%-8.8pp | 69.6%-6.6pp |
| Annual return | -8.79% | 68.91%-77.7pp | 16.93%-25.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,215 | $1,296-6.2% | $4,022-69.8% | $2,381-49.0% |
| Participant deferral / active EE | $3,641 | $2,280+59.7% | $3,344+8.9% | $3,470+4.9% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |