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 | $99,345 | $82,630+20.2% | $64,105+55.0% | $125,391-20.8% |
| Participation rate | 15.4% | 75.9%-60.5pp | 68.2%-52.8pp | 83.2%-67.8pp |
| Annual return | -43.17% | 1489.72%-1532.9pp | 791.24%-834.4pp | 282.22%-325.4pp |
| Employer contribution / active EE | $825 | $2,671-69.1% | $1,820-54.6% | $4,866-83.0% |
| Participant deferral / active EE | $1,919 | $3,608-46.8% | $2,822-32.0% | $5,352-64.1% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |