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 | $119,086 | $180,449-34.0% | $154,107-22.7% | $135,375-12.0% |
| Participation rate | 35.7% | 87.4%-51.7pp | 83.0%-47.3pp | 82.6%-46.9pp |
| Annual return | -10.53% | 888.09%-898.6pp | 735.12%-745.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,332 | $6,035-77.9% | $5,298-74.9% | $4,779-72.1% |
| Participant deferral / active EE | $4,269 | $5,806-26.5% | $5,081-16.0% | $5,609-23.9% |
| Admin fee / account holder | $102 | $16,143-99.4% | $13,411-99.2% | $10,827-99.1% |