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 | $64,381 | $95,971-32.9% | $74,550-13.6% | $135,375-52.4% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -26.17% | 56.96%-83.1pp | 32.53%-58.7pp | 519.73%-545.9pp |
| Employer contribution / active EE | $1,605 | $2,716-40.9% | $1,961-18.1% | $4,779-66.4% |
| Participant deferral / active EE | $2,878 | $3,843-25.1% | $3,108-7.4% | $5,609-48.7% |
| Admin fee / account holder | $67 | $6,522-99.0% | $5,060-98.7% | $10,827-99.4% |