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 | $49,084 | $117,381-58.2% | $99,443-50.6% | $152,861-67.9% |
| Participation rate | 55.6% | 77.5%-22.0pp | 73.8%-18.3pp | 82.4%-26.9pp |
| Annual return | -20.32% | 31.87%-52.2pp | 30.72%-51.0pp | 345.32%-365.6pp |
| Employer contribution / active EE | $686 | $3,013-77.2% | $2,540-73.0% | $4,762-85.6% |
| Participant deferral / active EE | $834 | $4,086-79.6% | $3,619-77.0% | $5,850-85.7% |
| Admin fee / account holder | $179 | $7,631-97.7% | $6,250-97.1% | $11,596-98.5% |