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 | $67,208 | $226,064-70.3% | $182,532-63.2% | $152,861-56.0% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.4%-42.4pp |
| Annual return | -48.47% | 192.51%-241.0pp | 148.54%-197.0pp | 345.32%-393.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |