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 9-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 | $147,796 | $104,106+42.0% | $71,086+107.9% | $135,375+9.2% |
| Participation rate | 21.7% | 65.7%-43.9pp | 54.7%-32.9pp | 82.6%-60.9pp |
| Annual return | -58.49% | 1256.30%-1314.8pp | 650.59%-709.1pp | 519.73%-578.2pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $247 | $2,527-90.2% | $1,874-86.8% | $5,609-95.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |