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 | $28,335 | $211,958-86.6% | $169,463-83.3% | $135,375-79.1% |
| Participation rate | 42.9% | 82.6%-39.8pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -12.06% | 3.26%-15.3pp | 1.83%-13.9pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,019 | $5,120-80.1% | $4,159-75.5% | $4,779-78.7% |
| Participant deferral / active EE | $4,201 | $6,075-30.8% | $5,277-20.4% | $5,609-25.1% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |