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 | $47,344 | $97,757-51.6% | $83,848-43.5% | $135,375-65.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -10.15% | 1287.37%-1297.5pp | 850.88%-861.0pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,365 | $4,222-67.7% | $3,631-62.4% | $4,779-71.4% |
| Participant deferral / active EE | $7,304 | $4,682+56.0% | $4,082+78.9% | $5,609+30.2% |
| Admin fee / account holder | $5 | $6,674-99.9% | $5,478-99.9% | $10,827-100.0% |