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 | $40,656 | $115,770-64.9% | $101,248-59.8% | $158,922-74.4% |
| Participation rate | 68.4% | 79.4%-10.9pp | 75.8%-7.4pp | 82.0%-13.5pp |
| Annual return | -17.13% | 56.14%-73.3pp | 46.47%-63.6pp | 302.83%-320.0pp |
| Employer contribution / active EE | $3,276 | $4,175-21.5% | $3,660-10.5% | $4,761-31.2% |
| Participant deferral / active EE | $3,325 | $4,957-32.9% | $4,370-23.9% | $5,982-44.4% |
| Admin fee / account holder | $49 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |