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 | $161,557 | $72,607+122.5% | $90,749+78.0% | $66,914+141.4% |
| Participation rate | 41.2% | 73.7%-32.5pp | 75.7%-34.5pp | 69.8%-28.6pp |
| Annual return | -18.62% | -12.28%-6.3pp | -12.16%-6.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,176 | $2,369-50.4% | $2,921-59.7% | $2,544-53.8% |
| Participant deferral / active EE | $2,301 | $3,977-42.1% | $4,564-49.6% | $4,237-45.7% |
| Admin fee / account holder | $188 | $707-73.5% | $8,445-97.8% | $593-68.3% |