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 | $26,929 | $190,805-85.9% | $159,960-83.2% | $134,475-80.0% |
| Participation rate | 62.5% | 81.9%-19.4pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -25.56% | 552.23%-577.8pp | 408.60%-434.2pp | 417.96%-443.5pp |
| Employer contribution / active EE | $1,376 | $4,995-72.5% | $4,226-67.4% | $4,740-71.0% |
| Participant deferral / active EE | $3,057 | $6,923-55.8% | $6,182-50.6% | $6,400-52.2% |
| Admin fee / account holder | $19 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |