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 8-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 | $90,947 | $74,888+21.4% | $71,209+27.7% | $142,382-36.1% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | -13.79% | 345.14%-358.9pp | 282.51%-296.3pp | 217.08%-230.9pp |
| Employer contribution / active EE | $1,612 | $2,854-43.5% | $2,721-40.8% | $4,299-62.5% |
| Participant deferral / active EE | $3,365 | $4,454-24.5% | $4,175-19.4% | $6,507-48.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |