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 | $50,102 | $84,695-40.8% | $73,843-32.2% | $125,391-60.0% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -6.01% | 3123.53%-3129.5pp | 2267.84%-2273.9pp | 282.22%-288.2pp |
| Employer contribution / active EE | $682 | $3,123-78.2% | $2,787-75.5% | $4,866-86.0% |
| Participant deferral / active EE | $794 | $3,992-80.1% | $3,583-77.8% | $5,352-85.2% |
| Admin fee / account holder | $79 | $5,691-98.6% | $4,880-98.4% | $9,540-99.2% |