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 | $119,201 | $150,187-20.6% | $120,354-1.0% | $145,922-18.3% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | -0.23% | 154.07%-154.3pp | 107.15%-107.4pp | 561.29%-561.5pp |
| Employer contribution / active EE | $1,380 | $4,348-68.3% | $3,463-60.2% | $4,660-70.4% |
| Participant deferral / active EE | $3,141 | $6,173-49.1% | $4,991-37.1% | $6,688-53.0% |
| Admin fee / account holder | $1 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |