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 | $45,342 | $60,124-24.6% | $90,404-49.8% | $79,858-43.2% |
| Participation rate | 14.3% | 65.0%-50.7pp | 72.7%-58.4pp | 69.6%-55.3pp |
| Annual return | -2.71% | 71.94%-74.7pp | 1293.02%-1295.7pp | 31.71%-34.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $788 | $2,938-73.2% | $3,963-80.1% | $3,740-78.9% |
| Admin fee / account holder | $29 | $3,976-99.3% | $5,611-99.5% | $5,306-99.5% |