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 | $32,883 | $46,674-29.5% | $117,472-72.0% | $68,494-52.0% |
| Participation rate | 19.4% | 56.8%-37.4pp | 70.6%-51.2pp | 67.9%-48.5pp |
| Annual return | -19.40% | -14.52%-4.9pp | 29.74%-49.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,137 | $2,636-56.9% | $4,070-72.1% | $4,027-71.8% |
| Admin fee / account holder | $292 | $4,020-92.7% | $5,645-94.8% | $5,403-94.6% |