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 | $23,546 | $97,757-75.9% | $83,848-71.9% | $135,375-82.6% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -19.94% | 1287.37%-1307.3pp | 850.88%-870.8pp | 519.73%-539.7pp |
| Employer contribution / active EE | $1,168 | $4,222-72.3% | $3,631-67.8% | $4,779-75.6% |
| Participant deferral / active EE | $5,286 | $4,682+12.9% | $4,082+29.5% | $5,609-5.8% |
| Admin fee / account holder | $263 | $6,674-96.1% | $5,478-95.2% | $10,827-97.6% |