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 | $19,975 | $76,000-73.7% | $154,107-87.0% | $64,186-68.9% |
| Participation rate | 29.6% | 70.4%-40.8pp | 83.0%-53.4pp | 69.6%-39.9pp |
| Annual return | -8.92% | 30.32%-39.2pp | 735.12%-744.0pp | 7.63%-16.6pp |
| Employer contribution / active EE | $614 | $3,351-81.7% | $5,298-88.4% | $2,381-74.2% |
| Participant deferral / active EE | $1,968 | $3,175-38.0% | $5,081-61.3% | $3,470-43.3% |
| Admin fee / account holder | $241 | $5,596-95.7% | $13,411-98.2% | $4,888-95.1% |