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 | $63,935 | $133,958-52.3% | $112,228-43.0% | $134,475-52.5% |
| Participation rate | 43.8% | 78.6%-34.8pp | 75.1%-31.3pp | 81.2%-37.5pp |
| Annual return | -21.21% | 47.11%-68.3pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,042 | $4,038-74.2% | $3,635-71.3% | $4,740-78.0% |
| Participant deferral / active EE | $2,405 | $5,291-54.5% | $4,728-49.1% | $6,400-62.4% |
| Admin fee / account holder | $48 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |