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 | $32,402 | $65,703-50.7% | $94,224-65.6% | $59,632-45.7% |
| Participation rate | 32.6% | 72.1%-39.5pp | 78.8%-46.2pp | 68.7%-36.1pp |
| Annual return | -3.66% | 5.22%-8.9pp | 10.68%-14.3pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $467 | $2,021-76.9% | $3,587-87.0% | $2,203-78.8% |
| Participant deferral / active EE | $1,948 | $3,143-38.0% | $4,320-54.9% | $3,192-39.0% |
| Admin fee / account holder | $0 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |