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 | $16,625 | $57,354-71.0% | $83,848-80.2% | $64,186-74.1% |
| Participation rate | 44.4% | 68.6%-24.2pp | 76.1%-31.7pp | 69.6%-25.1pp |
| Annual return | -14.72% | 11.38%-26.1pp | 850.88%-865.6pp | 7.63%-22.4pp |
| Employer contribution / active EE | $1,249 | $2,545-50.9% | $3,631-65.6% | $2,381-47.5% |
| Participant deferral / active EE | $2,372 | $2,993-20.8% | $4,082-41.9% | $3,470-31.6% |
| Admin fee / account holder | $165 | $4,046-95.9% | $5,478-97.0% | $4,888-96.6% |