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 | $56,999 | $180,449-68.4% | $154,107-63.0% | $135,375-57.9% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -23.31% | 888.09%-911.4pp | 735.12%-758.4pp | 519.73%-543.0pp |
| Employer contribution / active EE | $1,795 | $6,035-70.3% | $5,298-66.1% | $4,779-62.4% |
| Participant deferral / active EE | $4,295 | $5,806-26.0% | $5,081-15.5% | $5,609-23.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |