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 | $161,781 | $70,606+129.1% | $53,898+200.2% | $142,382+13.6% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | -2.74% | 619.81%-622.5pp | 528.60%-531.3pp | 217.08%-219.8pp |
| Employer contribution / active EE | $487 | $1,202-59.5% | $932-47.7% | $4,299-88.7% |
| Participant deferral / active EE | $487 | $2,364-79.4% | $1,826-73.3% | $6,507-92.5% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |