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 | $64,686 | $97,757-33.8% | $83,848-22.9% | $135,375-52.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -9.98% | 1287.37%-1297.3pp | 850.88%-860.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $4,986 | $4,222+18.1% | $3,631+37.3% | $4,779+4.3% |
| Participant deferral / active EE | $6,433 | $4,682+37.4% | $4,082+57.6% | $5,609+14.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |