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 | $116,702 | $104,486+11.7% | $76,817+51.9% | $152,861-23.7% |
| Participation rate | 36.4% | 76.6%-40.2pp | 72.1%-35.7pp | 82.4%-46.1pp |
| Annual return | 3.06% | 1013.37%-1010.3pp | 1166.11%-1163.0pp | 345.32%-342.3pp |
| Employer contribution / active EE | $759 | $3,116-75.6% | $2,302-67.0% | $4,762-84.1% |
| Participant deferral / active EE | $3,508 | $4,236-17.2% | $3,336+5.2% | $5,850-40.0% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |