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 | $97,723 | $95,971+1.8% | $74,550+31.1% | $135,375-27.8% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -9.47% | 56.96%-66.4pp | 32.53%-42.0pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,144 | $2,716-57.9% | $1,961-41.6% | $4,779-76.1% |
| Participant deferral / active EE | $4,046 | $3,843+5.3% | $3,108+30.2% | $5,609-27.9% |
| Admin fee / account holder | $98 | $6,522-98.5% | $5,060-98.1% | $10,827-99.1% |