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 | $25,764 | $84,695-69.6% | $73,843-65.1% | $125,391-79.5% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -3.64% | 3123.53%-3127.2pp | 2267.84%-2271.5pp | 282.22%-285.9pp |
| Employer contribution / active EE | $765 | $3,123-75.5% | $2,787-72.6% | $4,866-84.3% |
| Participant deferral / active EE | $1,530 | $3,992-61.7% | $3,583-57.3% | $5,352-71.4% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |