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 | $26,335 | $84,695-68.9% | $73,843-64.3% | $125,391-79.0% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -13.33% | 3123.53%-3136.9pp | 2267.84%-2281.2pp | 282.22%-295.6pp |
| Employer contribution / active EE | $6,099 | $3,123+95.3% | $2,787+118.8% | $4,866+25.3% |
| Participant deferral / active EE | $6,374 | $3,992+59.7% | $3,583+77.9% | $5,352+19.1% |
| Admin fee / account holder | $179 | $5,691-96.9% | $4,880-96.3% | $9,540-98.1% |