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 | $18,017 | $95,971-81.2% | $74,550-75.8% | $135,375-86.7% |
| Participation rate | 30.0% | 75.7%-45.7pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -10.22% | 56.96%-67.2pp | 32.53%-42.8pp | 519.73%-530.0pp |
| Employer contribution / active EE | $821 | $2,716-69.8% | $1,961-58.1% | $4,779-82.8% |
| Participant deferral / active EE | $2,851 | $3,843-25.8% | $3,108-8.3% | $5,609-49.2% |
| Admin fee / account holder | $279 | $6,522-95.7% | $5,060-94.5% | $10,827-97.4% |