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 | $48,721 | $108,172-55.0% | $77,482-37.1% | $158,922-69.3% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | -34.25% | 31.67%-65.9pp | 54.79%-89.0pp | 302.83%-337.1pp |
| Employer contribution / active EE | $436 | $1,325-67.1% | $986-55.8% | $4,761-90.8% |
| Participant deferral / active EE | $436 | $2,456-82.3% | $1,861-76.6% | $5,982-92.7% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |