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 | $17,261 | $84,402-79.5% | $61,373-71.9% | $134,475-87.2% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -37.33% | 584.55%-621.9pp | 338.61%-375.9pp | 417.96%-455.3pp |
| Employer contribution / active EE | $108 | $1,544-93.0% | $1,159-90.7% | $4,740-97.7% |
| Participant deferral / active EE | $226 | $2,819-92.0% | $2,125-89.4% | $6,400-96.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |