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 | $195,515 | $84,402+131.6% | $61,373+218.6% | $134,475+45.4% |
| Participation rate | 10.0% | 62.2%-52.2pp | 52.6%-42.6pp | 81.2%-71.2pp |
| Annual return | -29.21% | 584.55%-613.8pp | 338.61%-367.8pp | 417.96%-447.2pp |
| Employer contribution / active EE | $351 | $1,544-77.3% | $1,159-69.7% | $4,740-92.6% |
| Participant deferral / active EE | $2,700 | $2,819-4.2% | $2,125+27.1% | $6,400-57.8% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |