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 | $96,124 | $92,703+3.7% | $82,719+16.2% | $134,475-28.5% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.3pp | 81.2%-53.9pp |
| Annual return | -47.22% | 944.92%-992.1pp | 701.18%-748.4pp | 417.96%-465.2pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,864 | $4,802-61.2% | $4,395-57.6% | $6,400-70.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |