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 | $53,849 | $97,757-44.9% | $83,848-35.8% | $135,375-60.2% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -14.80% | 1287.37%-1302.2pp | 850.88%-865.7pp | 519.73%-534.5pp |
| Employer contribution / active EE | $712 | $4,222-83.1% | $3,631-80.4% | $4,779-85.1% |
| Participant deferral / active EE | $4,140 | $4,682-11.6% | $4,082+1.4% | $5,609-26.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |