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 | $22,470 | $152,509-85.3% | $117,472-80.9% | $134,475-83.3% |
| Participation rate | 23.1% | 77.1%-54.0pp | 70.6%-47.5pp | 81.2%-58.1pp |
| Annual return | -21.43% | 52.99%-74.4pp | 29.74%-51.2pp | 417.96%-439.4pp |
| Employer contribution / active EE | $850 | $5,571-84.7% | $4,176-79.6% | $4,740-82.1% |
| Participant deferral / active EE | $1,989 | $4,818-58.7% | $4,070-51.1% | $6,400-68.9% |
| Admin fee / account holder | $52 | $7,004-99.3% | $5,645-99.1% | $11,426-99.5% |