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 | $41,414 | $45,566-9.1% | $64,105-35.4% | $59,632-30.6% |
| Participation rate | 44.9% | 60.2%-15.3pp | 68.2%-23.3pp | 68.7%-23.8pp |
| Annual return | -7.16% | 4.95%-12.1pp | 791.24%-798.4pp | 2041.28%-2048.4pp |
| Employer contribution / active EE | $663 | $934-29.0% | $1,820-63.6% | $2,203-69.9% |
| Participant deferral / active EE | $1,133 | $2,057-44.9% | $2,822-59.8% | $3,192-64.5% |
| Admin fee / account holder | $148 | $3,268-95.5% | $4,499-96.7% | $4,297-96.6% |