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 | $73,263 | $95,862-23.6% | $79,550-7.9% | $134,475-45.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -26.22% | -2.69%-23.5pp | 0.16%-26.4pp | 417.96%-444.2pp |
| Employer contribution / active EE | $4,952 | $3,128+58.3% | $2,413+105.2% | $4,740+4.5% |
| Participant deferral / active EE | $10,606 | $4,693+126.0% | $3,985+166.1% | $6,400+65.7% |
| Admin fee / account holder | $151 | $9,126-98.3% | $6,832-97.8% | $11,426-98.7% |