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 3-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 | $79,461 | $154,117-48.4% | $129,995-38.9% | $139,434-43.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | -80.43% | 32.48%-112.9pp | -137.18%+56.8pp | 372.94%-453.4pp |
| Employer contribution / active EE | $2,030 | $5,289-61.6% | $4,320-53.0% | $4,751-57.3% |
| Participant deferral / active EE | $5,260 | $6,710-21.6% | $5,820-9.6% | $6,710-21.6% |
| Admin fee / account holder | $5 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |