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 | $128,553 | $105,860+21.4% | $90,749+41.7% | $134,475-4.4% |
| Participation rate | 37.5% | 78.2%-40.7pp | 75.7%-38.2pp | 81.2%-43.7pp |
| Annual return | -28.88% | -11.01%-17.9pp | -12.16%-16.7pp | 417.96%-446.8pp |
| Employer contribution / active EE | $711 | $3,462-79.5% | $2,921-75.7% | $4,740-85.0% |
| Participant deferral / active EE | $1,920 | $5,216-63.2% | $4,564-57.9% | $6,400-70.0% |
| Admin fee / account holder | $11 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |