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 | $21,696 | $90,600-76.1% | $79,464-72.7% | $135,375-84.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -13.13% | 977.43%-990.6pp | 718.14%-731.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $1,222 | $3,068-60.2% | $2,800-56.4% | $4,779-74.4% |
| Participant deferral / active EE | $3,168 | $4,050-21.8% | $3,704-14.5% | $5,609-43.5% |
| Admin fee / account holder | $118 | $5,907-98.0% | $5,113-97.7% | $10,827-98.9% |