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 | $63,072 | $92,703-32.0% | $82,719-23.8% | $134,475-53.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -24.05% | 944.92%-969.0pp | 701.18%-725.2pp | 417.96%-442.0pp |
| Employer contribution / active EE | $669 | $3,274-79.6% | $3,009-77.8% | $4,740-85.9% |
| Participant deferral / active EE | $1,003 | $4,802-79.1% | $4,395-77.2% | $6,400-84.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |