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 | $70,506 | $102,966-31.5% | $90,281-21.9% | $152,861-53.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | -41.00% | 95.16%-136.2pp | 78.10%-119.1pp | 345.32%-386.3pp |
| Employer contribution / active EE | $750 | $3,139-76.1% | $2,854-73.7% | $4,762-84.3% |
| Participant deferral / active EE | $1,850 | $4,281-56.8% | $3,885-52.4% | $5,850-68.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |