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 | $30,436 | $76,000-60.0% | $154,107-80.3% | $64,186-52.6% |
| Participation rate | 19.7% | 70.4%-50.7pp | 83.0%-63.3pp | 69.6%-49.9pp |
| Annual return | -9.45% | 30.32%-39.8pp | 735.12%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $663 | $3,351-80.2% | $5,298-87.5% | $2,381-72.2% |
| Participant deferral / active EE | $1,799 | $3,175-43.3% | $5,081-64.6% | $3,470-48.1% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |