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 | $51,127 | $48,265+5.9% | $68,791-25.7% | $68,494-25.4% |
| Participation rate | 65.4% | 60.7%+4.7pp | 69.0%-3.6pp | 67.9%-2.5pp |
| Annual return | -25.45% | -12.71%-12.7pp | -6.38%-19.1pp | -7.84%-17.6pp |
| Employer contribution / active EE | $1,485 | $1,829-18.8% | $2,655-44.1% | $2,596-42.8% |
| Participant deferral / active EE | $4,171 | $2,867+45.5% | $3,941+5.8% | $4,027+3.6% |
| Admin fee / account holder | $276 | $4,355-93.7% | $4,932-94.4% | $5,403-94.9% |