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 | $66,770 | $99,640-33.0% | $86,436-22.8% | $134,475-50.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.08% | 6782.58%-6807.7pp | 4394.89%-4420.0pp | 417.96%-443.0pp |
| Employer contribution / active EE | $3,316 | $4,400-24.6% | $3,769-12.0% | $4,740-30.0% |
| Participant deferral / active EE | $8,290 | $7,246+14.4% | $6,952+19.3% | $6,400+29.5% |
| Admin fee / account holder | $60 | $8,371-99.3% | $6,731-99.1% | $11,426-99.5% |