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 | $41,466 | $76,000-45.4% | $154,107-73.1% | $64,186-35.4% |
| Participation rate | 63.6% | 70.4%-6.8pp | 83.0%-19.4pp | 69.6%-5.9pp |
| Annual return | -9.61% | 30.32%-39.9pp | 735.12%-744.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,091 | $3,351-67.4% | $5,298-79.4% | $2,381-54.2% |
| Participant deferral / active EE | $1,878 | $3,175-40.8% | $5,081-63.0% | $3,470-45.9% |
| Admin fee / account holder | $87 | $5,596-98.4% | $13,411-99.3% | $4,888-98.2% |