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 | $26,565 | $48,274-45.0% | $63,517-58.2% | $59,632-55.5% |
| Participation rate | 64.0% | 66.3%-2.3pp | 71.0%-7.0pp | 68.7%-4.7pp |
| Annual return | -2.67% | -240.79%+238.1pp | -70.30%+67.6pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,627 | $1,586+2.6% | $2,322-29.9% | $2,203-26.1% |
| Participant deferral / active EE | $2,201 | $2,343-6.0% | $2,953-25.5% | $3,192-31.0% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,892-100.0% | $4,297-100.0% |