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 | $40,260 | $92,222-56.3% | $76,768-47.6% | $135,375-70.3% |
| Participation rate | 58.3% | 79.8%-21.4pp | 77.0%-18.6pp | 82.6%-24.3pp |
| Annual return | -10.40% | 5.46%-15.9pp | 2.43%-12.8pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,643 | $3,216-48.9% | $2,485-33.9% | $4,779-65.6% |
| Participant deferral / active EE | $2,330 | $4,509-48.3% | $3,852-39.5% | $5,609-58.5% |
| Admin fee / account holder | $277 | $10,748-97.4% | $6,675-95.8% | $10,827-97.4% |