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 | $87,564 | $138,065-36.6% | $123,544-29.1% | $135,375-35.3% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -9.95% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,801 | $5,151-45.6% | $4,628-39.5% | $4,779-41.4% |
| Participant deferral / active EE | $10,064 | $6,799+48.0% | $6,426+56.6% | $5,609+79.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |