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 | $105,931 | $93,024+13.9% | $77,024+37.5% | $134,475-21.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -21.89% | 62.60%-84.5pp | 42.32%-64.2pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,600 | $3,418-53.2% | $2,812-43.1% | $4,740-66.2% |
| Participant deferral / active EE | $3,307 | $5,238-36.9% | $4,426-25.3% | $6,400-48.3% |
| Admin fee / account holder | $241 | $6,944-96.5% | $5,425-95.6% | $11,426-97.9% |