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 | $122,512 | $158,817-22.9% | $121,196+1.1% | $135,375-9.5% |
| Participation rate | 20.0% | 79.3%-59.3pp | 71.7%-51.7pp | 82.6%-62.6pp |
| Annual return | -38.40% | -0.64%-37.8pp | 16.93%-55.3pp | 519.73%-558.1pp |
| Employer contribution / active EE | $22 | $5,665-99.6% | $4,022-99.5% | $4,779-99.5% |
| Participant deferral / active EE | $97 | $4,005-97.6% | $3,344-97.1% | $5,609-98.3% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |