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 | $135,460 | $101,283+33.7% | $75,826+78.6% | $135,375+0.1% |
| Participation rate | 14.3% | 72.7%-58.4pp | 68.2%-53.9pp | 82.6%-68.4pp |
| Annual return | -12.44% | 3384.62%-3397.1pp | 1914.15%-1926.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,183 | $2,382-50.3% | $1,913-38.2% | $4,779-75.2% |
| Participant deferral / active EE | $2,643 | $3,469-23.8% | $2,862-7.7% | $5,609-52.9% |
| Admin fee / account holder | $85 | $6,539-98.7% | $4,726-98.2% | $10,827-99.2% |