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 | $117,224 | $108,172+8.4% | $77,482+51.3% | $158,922-26.2% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | -60.68% | 31.67%-92.4pp | 54.79%-115.5pp | 302.83%-363.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $120 | $3,708-96.8% | $2,858-95.8% | $11,246-98.9% |