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 4-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 | $42,974 | $156,846-72.6% | $121,098-64.5% | $139,434-69.2% |
| Participation rate | 14.3% | 76.4%-62.1pp | 69.5%-55.2pp | 80.3%-66.0pp |
| Annual return | -51.94% | 1474.56%-1526.5pp | 985.75%-1037.7pp | 372.94%-424.9pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $181 | $6,946-97.4% | $5,644-96.8% | $11,403-98.4% |