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 | $199,165 | $104,486+90.6% | $76,817+159.3% | $152,861+30.3% |
| Participation rate | 20.0% | 76.6%-56.6pp | 72.1%-52.1pp | 82.4%-62.4pp |
| Annual return | -20.00% | 1013.37%-1033.4pp | 1166.11%-1186.1pp | 345.32%-365.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |