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 | $25,446 | $97,757-74.0% | $83,848-69.7% | $135,375-81.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -14.33% | 1287.37%-1301.7pp | 850.88%-865.2pp | 519.73%-534.1pp |
| Employer contribution / active EE | $1,210 | $4,222-71.3% | $3,631-66.7% | $4,779-74.7% |
| Participant deferral / active EE | $4,146 | $4,682-11.5% | $4,082+1.6% | $5,609-26.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |