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 | $65,642 | $158,817-58.7% | $121,196-45.8% | $135,375-51.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -12.07% | -0.64%-11.4pp | 16.93%-29.0pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,968 | $5,665-65.3% | $4,022-51.1% | $4,779-58.8% |
| Participant deferral / active EE | $7,527 | $4,005+87.9% | $3,344+125.0% | $5,609+34.2% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |