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 | $48,847 | $97,757-50.0% | $83,848-41.7% | $135,375-63.9% |
| Participation rate | 35.3% | 80.0%-44.7pp | 76.1%-40.9pp | 82.6%-47.3pp |
| Annual return | -11.00% | 1287.37%-1298.4pp | 850.88%-861.9pp | 519.73%-530.7pp |
| Employer contribution / active EE | $735 | $4,222-82.6% | $3,631-79.7% | $4,779-84.6% |
| Participant deferral / active EE | $2,742 | $4,682-41.4% | $4,082-32.8% | $5,609-51.1% |
| Admin fee / account holder | $55 | $6,674-99.2% | $5,478-99.0% | $10,827-99.5% |