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 | $24,756 | $82,630-70.0% | $64,105-61.4% | $125,391-80.3% |
| Participation rate | 57.1% | 75.9%-18.7pp | 68.2%-11.0pp | 83.2%-26.0pp |
| Annual return | -6.42% | 1489.72%-1496.1pp | 791.24%-797.7pp | 282.22%-288.6pp |
| Employer contribution / active EE | $929 | $2,671-65.2% | $1,820-48.9% | $4,866-80.9% |
| Participant deferral / active EE | $5,572 | $3,608+54.4% | $2,822+97.5% | $5,352+4.1% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |