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 | $42,100 | $108,172-61.1% | $77,482-45.7% | $158,922-73.5% |
| Participation rate | 30.0% | 64.4%-34.4pp | 54.2%-24.2pp | 82.0%-52.0pp |
| Annual return | -34.53% | 31.67%-66.2pp | 54.79%-89.3pp | 302.83%-337.4pp |
| Employer contribution / active EE | $150 | $1,325-88.7% | $986-84.8% | $4,761-96.9% |
| Participant deferral / active EE | $360 | $2,456-85.3% | $1,861-80.7% | $5,982-94.0% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |