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 | $65,537 | $171,865-61.9% | $149,718-56.2% | $147,584-55.6% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | -39.41% | 2113.22%-2152.6pp | 1501.63%-1541.0pp | 578.55%-618.0pp |
| Employer contribution / active EE | $2,800 | $6,275-55.4% | $5,445-48.6% | $4,876-42.6% |
| Participant deferral / active EE | $5,600 | $7,271-23.0% | $6,569-14.8% | $5,439+3.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |