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 | $44,661 | $167,307-73.3% | $143,757-68.9% | $134,475-66.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -21.00% | 0.46%-21.5pp | -0.04%-21.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,042 | $5,619-63.7% | $4,951-58.8% | $4,740-56.9% |
| Participant deferral / active EE | $8,690 | $6,446+34.8% | $5,637+54.2% | $6,400+35.8% |
| Admin fee / account holder | $60 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |