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 | $22,549 | $97,757-76.9% | $83,848-73.1% | $135,375-83.3% |
| Participation rate | 52.6% | 80.0%-27.3pp | 76.1%-23.5pp | 82.6%-30.0pp |
| Annual return | -15.95% | 1287.37%-1303.3pp | 850.88%-866.8pp | 519.73%-535.7pp |
| Employer contribution / active EE | $1,189 | $4,222-71.8% | $3,631-67.2% | $4,779-75.1% |
| Participant deferral / active EE | $3,036 | $4,682-35.2% | $4,082-25.6% | $5,609-45.9% |
| Admin fee / account holder | $228 | $6,674-96.6% | $5,478-95.8% | $10,827-97.9% |