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 | $25,230 | $76,000-66.8% | $154,107-83.6% | $64,186-60.7% |
| Participation rate | 27.6% | 70.4%-42.8pp | 83.0%-55.4pp | 69.6%-41.9pp |
| Annual return | -8.40% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $421 | $3,351-87.4% | $5,298-92.0% | $2,381-82.3% |
| Participant deferral / active EE | $1,048 | $3,175-67.0% | $5,081-79.4% | $3,470-69.8% |
| Admin fee / account holder | $127 | $5,596-97.7% | $13,411-99.1% | $4,888-97.4% |