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 | $99,512 | $76,000+30.9% | $154,107-35.4% | $64,186+55.0% |
| Participation rate | 23.1% | 70.4%-47.3pp | 83.0%-60.0pp | 69.6%-46.5pp |
| Annual return | -15.64% | 30.32%-46.0pp | 735.12%-750.8pp | 7.63%-23.3pp |
| Employer contribution / active EE | $619 | $3,351-81.5% | $5,298-88.3% | $2,381-74.0% |
| Participant deferral / active EE | $2,299 | $3,175-27.6% | $5,081-54.7% | $3,470-33.7% |
| Admin fee / account holder | $266 | $5,596-95.3% | $13,411-98.0% | $4,888-94.6% |