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 | $72,986 | $92,703-21.3% | $82,719-11.8% | $134,475-45.7% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -22.86% | 944.92%-967.8pp | 701.18%-724.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,319 | $3,274-59.7% | $3,009-56.2% | $4,740-72.2% |
| Participant deferral / active EE | $5,407 | $4,802+12.6% | $4,395+23.0% | $6,400-15.5% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |