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 | $67,732 | $92,703-26.9% | $82,719-18.1% | $134,475-49.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -25.26% | 944.92%-970.2pp | 701.18%-726.4pp | 417.96%-443.2pp |
| Employer contribution / active EE | $2,156 | $3,274-34.1% | $3,009-28.3% | $4,740-54.5% |
| Participant deferral / active EE | $6,716 | $4,802+39.9% | $4,395+52.8% | $6,400+4.9% |
| Admin fee / account holder | $35 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |