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 | $103,752 | $71,883+44.3% | $86,677+19.7% | $68,494+51.5% |
| Participation rate | 40.0% | 72.2%-32.2pp | 76.6%-36.6pp | 67.9%-27.9pp |
| Annual return | -27.38% | 3.52%-30.9pp | 35.91%-63.3pp | -7.84%-19.5pp |
| Employer contribution / active EE | $973 | $2,173-55.2% | $2,836-65.7% | $2,596-62.5% |
| Participant deferral / active EE | $2,299 | $3,779-39.2% | $4,656-50.6% | $4,027-42.9% |
| Admin fee / account holder | -$8,041 | $6,112-231.6% | $7,493-207.3% | $5,403-248.8% |