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 | $121,847 | $90,600+34.5% | $79,464+53.3% | $135,375-10.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -39.63% | 977.43%-1017.1pp | 718.14%-757.8pp | 519.73%-559.4pp |
| Employer contribution / active EE | $979 | $3,068-68.1% | $2,800-65.0% | $4,779-79.5% |
| Participant deferral / active EE | $7,200 | $4,050+77.8% | $3,704+94.4% | $5,609+28.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |