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 | $43,383 | $43,723-0.8% | $121,196-64.2% | $64,186-32.4% |
| Participation rate | 60.6% | 58.3%+2.3pp | 71.7%-11.1pp | 69.6%-9.0pp |
| Annual return | -8.07% | 68.91%-77.0pp | 16.93%-25.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $271 | $1,296-79.1% | $4,022-93.3% | $2,381-88.6% |
| Participant deferral / active EE | $1,691 | $2,280-25.8% | $3,344-49.4% | $3,470-51.3% |
| Admin fee / account holder | $138 | $3,501-96.1% | $5,019-97.2% | $4,888-97.2% |