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 | $57,043 | $60,124-5.1% | $90,404-36.9% | $79,858-28.6% |
| Participation rate | 32.0% | 65.0%-33.0pp | 72.7%-40.7pp | 69.6%-37.6pp |
| Annual return | -0.88% | 71.94%-72.8pp | 1293.02%-1293.9pp | 31.71%-32.6pp |
| Employer contribution / active EE | $2,307 | $2,068+11.6% | $3,262-29.3% | $2,471-6.6% |
| Participant deferral / active EE | $3,076 | $2,938+4.7% | $3,963-22.4% | $3,740-17.8% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |