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 | $226,733 | $90,600+150.3% | $79,464+185.3% | $135,375+67.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -10.76% | 977.43%-988.2pp | 718.14%-728.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,713 | $3,068-11.6% | $2,800-3.1% | $4,779-43.2% |
| Participant deferral / active EE | $12,250 | $4,050+202.4% | $3,704+230.7% | $5,609+118.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |