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 | $80,085 | $45,863+74.6% | $77,024+4.0% | $68,494+16.9% |
| Participation rate | 18.4% | 55.9%-37.5pp | 67.9%-49.5pp | 67.9%-49.5pp |
| Annual return | -22.98% | 1.72%-24.7pp | 42.32%-65.3pp | -7.84%-15.1pp |
| Employer contribution / active EE | $403 | $1,650-75.6% | $2,812-85.7% | $2,596-84.5% |
| Participant deferral / active EE | $930 | $2,962-68.6% | $4,426-79.0% | $4,027-76.9% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |