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 | $172,962 | $39,798+334.6% | $67,711+155.4% | $59,632+190.0% |
| Participation rate | 6.7% | 57.4%-50.7pp | 67.5%-60.9pp | 68.7%-62.0pp |
| Annual return | -7.13% | 89.94%-97.1pp | 25.41%-32.5pp | 2041.28%-2048.4pp |
| Employer contribution / active EE | $226 | $1,393-83.8% | $2,559-91.2% | $2,203-89.7% |
| Participant deferral / active EE | $1,527 | $2,335-34.6% | $3,585-57.4% | $3,192-52.1% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |