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 | $82,032 | $90,600-9.5% | $79,464+3.2% | $135,375-39.4% |
| Participation rate | 54.5% | 76.0%-21.5pp | 73.3%-18.8pp | 82.6%-28.1pp |
| Annual return | -10.67% | 977.43%-988.1pp | 718.14%-728.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,885 | $3,068-6.0% | $2,800+3.0% | $4,779-39.6% |
| Participant deferral / active EE | $7,903 | $4,050+95.1% | $3,704+113.4% | $5,609+40.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |