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 | $60,824 | $138,044-55.9% | $125,339-51.5% | $134,475-54.8% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -38.29% | 750.33%-788.6pp | 572.05%-610.3pp | 417.96%-456.3pp |
| Employer contribution / active EE | $1,256 | $5,243-76.0% | $4,814-73.9% | $4,740-73.5% |
| Participant deferral / active EE | $5,520 | $7,799-29.2% | $7,446-25.9% | $6,400-13.7% |
| Admin fee / account holder | $1 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |