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 | $38,533 | $105,998-63.6% | $92,233-58.2% | $147,584-73.9% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | -45.83% | 50.05%-95.9pp | 176.28%-222.1pp | 578.55%-624.4pp |
| Employer contribution / active EE | $956 | $4,333-77.9% | $3,679-74.0% | $4,876-80.4% |
| Participant deferral / active EE | $1,385 | $4,478-69.1% | $3,897-64.5% | $5,439-74.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |